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

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 hasn’t paid the price · 3 May 2026 podcast

Yeah. voice-verified

you know, high cap uh you know i uh rather um IT caps um uh cap stocks that are doing really well. voice-verified

Um we also had Visa and MasterCard showing that the consumer is is continuing to demonstrate resilience despite the fact that uh consumption is has been weakening in the last couple of quarters. voice-verified

Um but yeah, tech stocks are still doing fine and the the US equity market is still traveling with a nice voice-verified

Nice piece. voice-verified

Well, I I think th there is sort of a normal process that banks tend to offload so that you know package the those data and offload it so they can get new new debt and uh so it's it's not unusual. voice-verified

And and that the pace of voice-verified

revenue from these AI companies is large enough to justify the the the level of expending or CapEx uh that is occurring. voice-verified

So open and I have been the one that has been challenged this week. voice-verified

So uh or last week as you say. voice-verified

So um I think that that that the level of sensitivity will certainly increase as time goes by. voice-verified

And if the global economy slows down, it it may pose a bit of a challenge. voice-verified

But uh at the moment voice-verified

You know, as steady as you go, pretty much. voice-verified

Mm. voice-verified

The sign is there and and when you look at some of the details, there's a bit of a inventory built up there. voice-verified

Um and the the forward orders were not as strong and and similarly um prices paid increased significantly too. voice-verified

So um it's it's not a pretty picture when you look at the details. voice-verified

Um and and there's a bit of a question mark as to, you know, whether it this level of expansionary uh level can can actually be sustained. voice-verified

Well it's it's uh it's always a bit complicated when it comes to Japan. voice-verified

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