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 · Month end, but no end for Iran · 31 Aug 2026 podcast

Um but ultimately for for the for the Fed, I think the most important number will be that unemployment rate, which at the moment is you know expected to be unchanged. voice-verified

Uh but if you look at the distribution of uh forecast, um it does suggest that it buys towards 4.2. voice-verified

So maybe that uh kind of eases the pressure from from that perspective when you think about the Fed. voice-verified

Um more importantly though is is there's inflation that voice-verified

Dynamics, um, the rise in oil prices doesn't help. voice-verified

Um and at the same time, you know, the the activity readings as as you mentioned, uh at the moment we all remember we got quite solid PMIs coming from the US and uh even overnight now we got the Dallas Fed, which was also very solid. voice-verified

Um so it points to this idea that the ISM manufacturing should be quite quite a solid print. voice-verified

Uh so there's voice-verified

There's a risk there that we might get an upward surprise. voice-verified

Um and then the ISM services of course come for later in the week, which are also expected to be quite solid. voice-verified

So to Kevin Walsh's point, the economy is is doing well, activity is solid. voice-verified

Um, you know, there's no signs of um, you know, financial conditions being tight. voice-verified

Um and you know, we we're too far away in terms of the inflation target, so uh where they need to be in terms of inflation. voice-verified

So I think it keeps that sort of dynamic and the debate that the Fed is, you know, still looking at potentially hiking in in September. voice-verified

Well, I think he's played a big part in terms of convincing the market that uh the BOJ is more likely than not to to deliver. voice-verified

Um and you know, from a voice-verified

you know, p purely you look at the dynamics, you look at the level of inflation, you look at the level of the cash rate in real terms, is it's deeply negative. voice-verified

Um so the the obvious solution to the problem is for for the central bank to hike. voice-verified

Um but there seems to be always this issue in Japan that many, including within the government, believe that a a weak currency is actually good for for the economy. voice-verified

Um and that's kind of the debate. voice-verified

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