Rodrigo Catril

speaker

7,882 appearances 78 recordings 1 series first heard Sep 2024 last heard 3 Sep

Rodrigo Catril’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.

Appearances

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NAB Morning Call · Soft jobs, but not too soft · 2 Jul 2026 podcast

So um if you remember what the chips uh are have been the NVIDIA amongst them being the ones that are making loads and loads of money, have huge margins and keep beating expectations. voice-verified

Um but now many of these companies voice-verified

are looking to uh make some of their own chips and that's challenging maybe those those margins and hence the big reaction voice-verified

That's voice-verified

Yeah, and it's voice-verified

And there's also that issue around where the where are the bottlenecks and who's making money and and where the increasing costs and and who's suffering from it. voice-verified

Uh so um it's hard to keep up, uh, but certainly way more volatile than what it was a few months ago. voice-verified

Yeah, yeah, yeah. voice-verified

So so basically uh we've seen the front end yields down four to five percent. voice-verified

Um and the essentially the the idea of of rate hikes uh being pushed out uh a little bit further out in time. voice-verified

Um so that's kind of Easter's concerns and that's that that was one of the reasons why we saw equity markets move up as well. voice-verified

Um and then uh in Europe, as you say, the the closure of equities has been positive, but uh voice-verified

European yields also close higher. voice-verified

So there's a little bit of a contrast, if you like, in terms of how with the movement in yields as well, which has also played into kind of this broad dollar weakness. voice-verified

Um so we've seen lower yields in the US. voice-verified

Uh the dollar is weaker across the board as the market moves or pushes out these expectations of Fed hikes. voice-verified

Um, an interesting uh, you know, it wasn't the Aussie or the Kiwi that our performance. voice-verified

form it was more uh European currencies and the yen. voice-verified

Yeah. voice-verified

And the yen in particular, there's been a bit of a story over the past twenty four hours. voice-verified

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