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 months
5 · Jul OctJan 26AprJulnow

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

Appearances

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We we have to wait and see in terms of whether there's a little bit more announcements and some nuances in terms of timing of of how everything is is affected. voice-verified
Um but but overall, yeah, I think that we have to take that as a given. voice-verified
Um and the other one will be voice-verified
Uh the state of the the budget itself, you know, what what does it look like over over the coming years and and whether there is a genuine effort to to improve the the fiscal position. voice-verified
Yeah, it is expected to the the headline is expected to rise from three point three to three point seven. voice-verified
Um uh and the core, which excludes food and energy, is also expected to rise but just by one tenth to two point seven. voice-verified
Um but overall, uh I think that the major theme there is that, you know, we are seeing inflation rising in the US. voice-verified
Uh co inflation is also rising in the US. voice-verified
Um voice-verified
So this idea that that the Fed um has an easy imbias is is difficult to square when you um see in this evidence that uh energy uh that inflation is rising and expected to to rise over coming months. voice-verified
Yeah. voice-verified
So from a market perspective, uh you know, this idea that the Fed is not doing anything this year, it seems about right. voice-verified
Um notwithstanding the fact that um they they still have retained that easing voice-verified
Um but the market is not not buying into that. voice-verified
Yeah. voice-verified
Yeah, morning Phil. voice-verified
So in terms of the the proposal uh over the weekend we we learned a little bit more uh with Axis reporting that Tehran is proposing a one month deadline to reach an agreement that will reopen the Strait of Hamous um with complete cessation of hostilities within those thirty days, guarantees that there's no renewed strikes, and withdrawal of US forces from the area uh from Iran and and also voice-verified
So it's it's a high-end sort of demand from Tehran, whilst at the same time they're saying we're not going to talk about the nuclear stuff until after a month of um no tensions. voice-verified
Um so you can see how the you know President Trump comments over the weekend saying he he doesn't think this is a workable deal. voice-verified
Um but at the same time, the the positive news is that um we have voice-verified
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