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.

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recordings per month · last 12 months

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

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NAB Morning Call · Month end, but no end for Iran · 31 Aug 2026 podcast

Um and kind of placed to to to this idea that voice-verified

Um, you know, maybe negotiations are not going the way everybody wants to and hence kind of increasing the pressure. voice-verified

But at the same time, voice-verified

I think it's fair to suggest that at the moment n none of uh other side wants to kind of get involved into like escalation, a serious escalation. voice-verified

So it's just kind of from the US side is sort of emphasizing that they still want some, you know, flow uh of oil through the Strait of Hamous, whilst at the same time the Iranians are uh oversee uh trying to to get paid along the way. voice-verified

So hopefully this voice-verified

doesn't escalate into anything further, but um it's it certainly had an impact in terms of oil prices and and then it also had an impact on and the movement in in in bond yields um with the ten year treasure yields jumping um to four seven five which is yeah that's a bit voice-verified

Yeah. voice-verified

That's a bit high got voice-verified

Yes, and and if you look at sort of the price action of ten year treasury years, that's kind of the top of the range and and the concern of course will be that um from here it could break higher, um and you know, heading towards that five percent. voice-verified

So that's kind of the the the major sort of focus if you like from um from the bond market. voice-verified

Um whilst um the thirty year did did rise but um because of all those shenanigans voice-verified

if you like from uh Scott Bissons, um they're they're not kind of breaking higher yet. voice-verified

Uh but certainly the the focus now is on how high or whether tenure trust yields can break higher because at the moment, um from a technical perspective, now they have room to to head towards that five percent. voice-verified

So um and then you've also seen kind of the implications on on the reaction uh in the equity market as well. voice-verified

It's interesting. voice-verified

I mean what uh what uh Kevin Walsh said over the weekend is that um in terms of the dual mandate, he's not massively concerned about the labour market. voice-verified

Um he thinks that you know is is in in a good place. voice-verified

Uh but to your point we're gonna get quite a bit of information around the labour market this week. voice-verified

Um and yeah, if we s were to see, you know, solid job growth, uh at the moment it's fifty five K expected. voice-verified

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