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 · Iran’s ‘piece of garbage’ · 11 May 2026 podcast

underestimating in many ways. voice-verified

So that that's what I think will be the biggest thing, that they can keep going and they can keep shutting the the Strait of Hamoose with little dinghies and massive torpedoes in them. voice-verified

Um and um um and that's what what the deal the you know the challenge for the US is at the moment. voice-verified

Yeah at the voice-verified

It is and and the the level of sort of volatility within those sectors is significant. voice-verified

Um and it just speaks to to the challenge of of the war. voice-verified

It's is it's not uh an easy ride and um and and some sectors and even some countries are affected differently as well. voice-verified

So um yeah. voice-verified

Um but but overall I I think that the big picture is that equities have been evolved or are traveling with a more optimistic uh voice-verified

sort of approach to what the Iran conflict means to the economy, uh, whilst the bond market is a little bit more sensitive along with the energy energy market as well. voice-verified

Yeah, very unusual. voice-verified

Of course, uh the the biggest factor has been the impact from the war um and um the increasing prices, uh not only in terms of energy but also of materials. voice-verified

Um and then I suppose from a headline perspective, you think great that China is is moving away from sort of this deflationary environment. voice-verified

Um but it's actually very much driven by its sort of commodity prices uh and the impact that the the run conflict. voice-verified

conflict is having on on China and its energy mix and and related products. voice-verified

So um um it it's it's not really great news in in that sense. voice-verified

Um uh but certainly uh in terms of the headlines the question is well can this be sustained? voice-verified

Can this sort of change a little bit of the dynamics in terms of inflationary pressures where you want to see a little bit of a increase in in sort of voice-verified

demand-driven inflation, which is not the case at the moment. voice-verified

So um so at the moment I would say it's not really great news for China. voice-verified

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