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.

Appearances

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

When you look at the underline numbers, but in the CPI uh reading, um domestic demand is still very weak in China. voice-verified

So so that imbalance that exists in China is still very much present. voice-verified

You have a consumer that is very subdued, a consumer that is concerned about job security and increasing wages. voice-verified

Which is not helped by a depressed housing market that has been perennial for so long. voice-verified

And then you have the export side of the economy that is still very much booming. voice-verified

But they've got an oversupply challenge as well. voice-verified

So it's important to remember that China, whilst it is sort of coping better than others in terms of the challenge that the Iran conflict has inflicted. voice-verified

on all of us, um there this that that economic imbalance is still very much there and not much improvement uh has has happened in recent times. voice-verified

Uh yeah. voice-verified

Uh it's it's it's difficult to tell uh there exactly what the geopolitical dynamics are. voice-verified

Um you know um you know f if you like uh China still has a lot of reserves in terms of oil. voice-verified

The they they're enduring the higher price. voice-verified

Um but at the same time I think that the key negotiations voice-verified

First of all, the fact that they're meeting needs to be a positive one because the the President Trump and Xi never meet unless they have pre-agreements that they're gonna make announcements that are positive. voice-verified

Um and they both want to show wins around that. voice-verified

So our our sense is that reading the news and reading what commentators are saying is that you might get some announcements around um aircraft, which would be positive because that's what China wants. voice-verified

You might get some announcements. voice-verified

Uh from the US in terms of maybe rare earth and also on the agricultural side, which will help the farmers. voice-verified

Um and then of course you might get you more than likely you're also gonna get announced an announcement that they will carry on talking and that there will be another meeting, who knows, in six months' time to carry on talking the discussions. voice-verified

Um and then the other one is which I'm not sure. voice-verified

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