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 monthsRecordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.
Appearances
So um yeah, I I think that the next two weeks are going to be super important.
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Yeah, yeah, it's not good.
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Yeah, yeah, it's not
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not coming down.
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It's not.
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And it's important to highlight that this is February, right?
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So before heading into these conflicts
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Um we are seeing this dynamic in the US where um
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Not only inflation by the preferred measure of of the Fed is is rising.
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So it's a consecutive month of zero point four reading.
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So this is sort of inflation driven by the US um uh economy and now we know that there there's going to be this additional sort of factor coming from uh oil prices.
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Um and then in terms of the other information is that we're also seeing spending declining.
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So real spending has gone down.
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So um again this is all prior to uh the dynamics coming from the the Iran conflicts.
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So it's not a pretty picture.
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Um it's it's uh not stagflationary, but certainly high inflation and lower spending, um particularly from the consumer.
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So so that dynamic just gives you a picture in terms of um uh this divergence that is occurring within the US economy where we are seeing
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Spending coming from you know the AI and and the equity market still very buoyant, uh but yet the consumer is actually weakening and inflation is rising.
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The uh given the energy shock.
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Yeah.
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Showing 1501–1520 of 7,882 · page 76 of 395
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