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 hasn’t paid the price · 3 May 2026 podcast

So the the Tokyo C B I tends to be lower than the headline for one. voice-verified

Um the subsidies for energy are still playing a part in terms of limiting the headline number rising. voice-verified

Uh when you look at the core reading is one point nine, so uh typically the the the national reading travels around, you know, point four, point five higher than that that that c Tokyo reading. voice-verified

Um and so it's still voice-verified

very much sort of uh just above that inflationary level, uh sorry, the the target level of two percent. voice-verified

And then of course the thing to bear in mind is that the the impact from um the high energy prices is only going to start coming through in in the coming months. voice-verified

So the near term there's still the argument that there will be upward pressures on on on on prices um in in Japan. voice-verified

Yeah, the that's a very kind of interesting dynamic. voice-verified

So so in for instance in Australia we've had this um economy that has been traveling quite strongly and you know, we had all those broad inflationary pressures. voice-verified

In New Zealand there's been a question mark about the consumer level of confidence and yet they're still facing inflation. voice-verified

So it's a slightly different sort of scenario for for the central bank to ponder uh because of the weakness that you've seen. voice-verified

Um and hence why the level market report that we get this week will be super important for for New Zealand. voice-verified

Yeah, good point. voice-verified

Uh uh the market is is pricing uh around seventy four percent chance of of a hike. voice-verified

Nab is also of the view that you know the the central bank, particularly given the messaging coming from um central bank speakers in in recent weeks, is still very much of the view that they need to take policy to a more neutral level, which we think is around four hundred thirty five. voice-verified

So um uh that the this voice-verified

hike we we think will be after this hike where the the central bank will have a bit of time to allow the economy to show evidence of the impact from all the recent hikes as well as the impact coming from from the conflict in Iran. voice-verified

So but certainly given how the market is pricing, um it looks like a good bet that the RBA will be hiking tomorrow. voice-verified

Yeah, it's it's sort of uh he's he's certainly one of the adults in the room and and considered to be an important influence. voice-verified

Um um and similar to to what we've seen from those that dissented, uh uh my sense is that he he'll talk about, you know, the risk that exists coming from sort of inflationary pressures, from the higher energy prices. voice-verified

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