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
5 · Jul OctJan 26AprJulnow

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

Appearances

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Well yeah, so private sector credit maybe this time around voice-verified
Uh we don't expect major surprises. voice-verified
Um but of course there's been those tax policy changes and I think there will be quite a bit of focus in terms of how um how those numbers look in you know in months to come and potentially even quarters to come. voice-verified
Yes. voice-verified
Uh so in terms of the budget, uh I suppose the the good news there was that voice-verified
Um, you know, the budget is now expected to return to balance a year earlier. voice-verified
Uh the debt uh peak is also being brought forward. voice-verified
Um so uh and the debt program for for that matter is also been reduced. voice-verified
Um the caveat here is for one, much of the improvement in the budget is occurring in the outer years rather than uh in the coming year. voice-verified
Um and quite a bit of that improvement is is is a function of expectations. voice-verified
So a pretty solid growth outcome for for the economy. voice-verified
So uh from that perspective, um I suppose the criticism will be that over the very near term there hasn't been a material improvement to the budget deficit. voice-verified
Um and just be mindful that um the this has happened before in New Zealand where the the improvements are always kind of backloaded and and then they get revised as you get closer to to that time. voice-verified
So there's that caveat. voice-verified
Well that's not just New voice-verified
Um and and again I mean the the one thing to point out is when it comes to those inflation numbers, um there's quite a lot of um subsidies and influences that the government has put in and has played into the the lower uh uh inflation readings that we have uh been seeing of late. voice-verified
Um you guys mentioned uh I can't remember with whom who was mentioned earlier in the week. voice-verified
We we have the Bank of Japan release a new voice-verified
measure of of inflation that exclude this interventions of this impact from from the government. voice-verified
Um and that reveals that inflation is still running at two point eight percent. voice-verified
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