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 monthsRecordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.
Appearances
And and similarly when you think about the consumer, there's still a big question mark.
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And the personal income numbers that we got last night again were underwhelming, you know.
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Uh personal income was flat in April and the market was looking for a point four percent.
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But spending was up.
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Exactly.
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So so so the r the the consumer's still running on fuels at the moment and there's nothing here to tell us that, you know, incomes are rising or anything like that.
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Um something's gotta give eventually and and that's kind of the big concern around uh what's how the US economy is gonna look towards the end of the year.
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It is quite a big drop and and it's it's uh you know, it's been downgrades that was driven by inventories, which can be volatile and often you get a payback the the next quarter.
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But importantly too, again the consumer spending was the one that was revised lower.
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So there is that sort of again picture about what's really going on with the consumer there.
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Um spending is declining, whatever spending has occurred has been partly, you know, subsidized if you like.
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by declining savings uh and therefore it tells you that it's unlikely to be sustainable.
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So that's the kind of big question about uh how how's the US economy gonna look in in the coming quarters.
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Yeah, go out away.
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But I think uh you know, yesterday uh you guys were talking with Gavin how you know there's different speakers or different members within the Fed and uh the new uh President Williams is is an inflation figure and he's certainly sounding a little bit more neutral, if you like, than others that are more concerned around the potential rise in inflation and and the need to act against it.
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Uh but for now he as as you point out, he
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For one thinks the policy is still a little bit restrictive and and well positioned to sort of see see how things play out.
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So he's more along the lines of let's wait and see and not make any decisions particularly over the coming months.
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Showing 1121–1140 of 7,882 · page 57 of 395
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