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
Well yeah, so private sector credit maybe this time around
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Uh we don't expect major surprises.
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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.
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Yes.
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Uh so in terms of the budget, uh I suppose the the good news there was that
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Um, you know, the budget is now expected to return to balance a year earlier.
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Uh the debt uh peak is also being brought forward.
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Um so uh and the debt program for for that matter is also been reduced.
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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.
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Um and quite a bit of that improvement is is is a function of expectations.
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So a pretty solid growth outcome for for the economy.
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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.
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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.
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So there's that caveat.
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Well that's not just New
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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.
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Um you guys mentioned uh I can't remember with whom who was mentioned earlier in the week.
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We we have the Bank of Japan release a new
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measure of of inflation that exclude this interventions of this impact from from the government.
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Um and that reveals that inflation is still running at two point eight percent.
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Showing 1161–1180 of 7,882 · page 59 of 395
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