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
So from an inflationary perspective um the bank is kind of telling us that they're very much aware of these price pressures.
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So that plays to the view that it should be hiking in next month.
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Um but the other component uh which we also know the government of UEDA is very very
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to be conscious of is concerns around the growth outlook uh and therefore uh the industrial production readings uh could be of of some interest and similarly retail sales could be of some interest in terms of what we see today.
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It is, it is, but it but it's it's sort of been the pattern that we've we've had for for quite some time where you can see the energy market reacting significantly.
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Um and to some extent the the bond market expressing a bit of volatility around that.
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Um but the equity market in particular sort of keeps going al you know, chucking along as there's nothing to worry about here.
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So um to some extent we've seen a little bit of that.
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I mean the the the movement in the equity market overall uh has been pre subdued.
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Um but of course the volatilities come from higher oil prices and and that's been reflected in in higher core global yields.
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Um the other the other thing to note as well is
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That um for now President Trump is is still talking about the idea that the um you know the ceasefire is on a massive life support.
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So um so the theme I think for markets is that as much as uh President Trump is not happy with what is on offer, he's also not suggesting that there's going to be an escalation and that that he's ready to you know restarting uh an attack on Iran, which is I think is one
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Right.
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Right.
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Although oil prices are higher.
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Yes, but within the bit normal volatility in prices at the moment, it's not like completely freaking out.
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Um the other thing I to note as well, and we've done some work on this, is that um you know, when you think about these conflicts and when you think about history, um it's not unusual what is happening.
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Yeah.
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Um what would be unusual is that a a C
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Showing 1181–1200 of 7,882 · page 60 of 395
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