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 · Fed more certain, Gulf more unsettled · 8 Jun 2026 podcast

And the question is how tight is it? voice-verified

And and from that perspective, you know, the muted reaction in terms of wages growth uh gives you that sort of room to to say, well, for now it's not not yet at a level where you need to get worried. voice-verified

And that means the voice-verified

So yeah, so so so if we go back in terms of these triggers in potential price action, uh non fund payrolls triggered a huge lift in in ten year trust yields. voice-verified

We were trading around four forty five before the number, uh and then after the number was released, um uh you know, yields made a a high of four fifty five. voice-verified

Yeah. voice-verified

So that's a that's a pretty big mean the pretty big move. voice-verified

Um and if you voice-verified

Even if you think about the front end two year yields uh moved a little bit more than that. voice-verified

So flattening the curve. voice-verified

So that's the theme, if you like, from um when you look at the price action and when you look at what happened to US Tracy yields last week, uh it would there was a meaningful flattening of the curve, um a bare flattening as yields in in the back end rose by a little bit less than the front end. voice-verified

Um uh but certainly high yield. voice-verified

yes and high core yields was one takeaway from from the price section last week. voice-verified

Yeah, and it's creating a little bit of uncertainty in terms of how well that the stock will perform on the twelfth. voice-verified

So um so yeah, so that that again is like another source of volatility within the equity market. voice-verified

Um and and to be fair, th it's you know, the rise in yields uh was one one trigger for for the weakness that we saw, particularly in the Nasdaq on Friday, which was a a nasty fall. voice-verified

Um voice-verified

uh just over four percent. voice-verified

So high yields for leverage companies, it's not it's not helpful. voice-verified

Um so so that adds to to the volatility if you like in in terms of equity market. voice-verified

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