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 certainly in terms of how we're traveling and and because of the pressure on on on dollar yen or on the yen, um you know, now business kind of giving the green light. voice-verified

I think the market's becoming more and more convinced that a hike is coming in September. voice-verified

Um well there's you know, you you'd never bet against that one. voice-verified

They they always seem to sort of be very close to almost to the two decimal place, um, which you I know you like focusing on. voice-verified

So um what what it does mean though is that uh there's there's an increasing pressure for uh the government to accelerate uh those uh policies that they had suggested will be will implement during the year. voice-verified

Um voice-verified

So there's there's some evidence now that we've seen an increase in bond issuance uh from from the government. voice-verified

So um more more expenditure if you like is expected. voice-verified

Uh but uh but to your point, the way we're traveling, um the the the risk uh that the officials in Beijing need to do more is increasing. voice-verified

Um and and to to your point in terms of the details of the PMI, fairly underwhelming. voice-verified

Um, you know, I I think the improved voice-verified

Is almost like you know, you you gotta try really hard to to justify that things are improving. voice-verified

Um it just suggests that economic activity is declining. voice-verified

It also points to to that sort of domestic side of weakness, uh which is compounded by um a housing uh sector that is also under strain. voice-verified

Um and with news coming from c construction activity also quite weak. voice-verified

So um certainly. voice-verified

it seems to us that the the obvious solution there is for um uh policymakers to do more to incentivize consumers and households and provide them with a little bit more protection. voice-verified

Um but President She is not very much on on the demand side he's more of a supply side sort of stimulus guy so um not not not a major sort of improvement is expected. voice-verified

And yet they should be doing quite voice-verified

structural imbalance. voice-verified

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