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

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NAB Morning Call · Ratcheting Up · 23 Apr 2026 podcast

Uh but the core core reading that excludes those those um fresh

food and energy um is uh is around two point four.

So it's way higher.

And that's the one that is uh comfortably above the um

um the the Bank of Japan's target.

Two percent.

Um for now the the what is also interesting is that even when you look at those numbers, we're only talking about one tenth rice.

Nothing like kind of the big jumps that we've seen uh in other places like in the UK and Europe and so on.

So um it takes longer because of of how energy transmission of of like it increasing prices work their way through the Japanese economy.

Uh but so

Certainly um if the numbers or expectations are are right, uh i that's not gonna provide a trigger, an urgency for for the Bank of Japan to look to hike.

Uh later this month.

get those numbers of X excluding autofuel plu and and ex including auto fuel.

So it'll be interesting to see if there's a there's a change or big difference between the two.

But uh at the moment the expectations are for for both uh for both regions to be unchanged or rather to be flat for for for the month.

Lifting, yeah, a little bit, but from from a big decline in the previous month.

So so um it's it's almost like I are they're basing at a really bad level, kind of kind of thing.

Uh and of course the the University of Michigan sentiment has been quite depressed for quite some time and um it's um you know it it seems that the politics uh domestic politics plays a factor into into sentiment in in terms of the

the reading of the Michigan uh survey.

So um I I suppose the the important thing here both in terms of businesses and consumers is that typically you see uh sentiment declining big time because of some events such as the the run conflicts.

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