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
Um but of course they're probably in a better shape because they they did have sort of low inflation dynamics before all of this started so they are better placed than others like for instance in Australia that we really
voice-verified
had an inflation problem before before
voice-verified
Perfect.
voice-verified
Yeah.
voice-verified
No, so again, that was sort of the uh the positive reading if you like in the previous months and expectations that there will remain in expansionary mode.
voice-verified
But again I think the question mark will be that if this is driven by exports, maybe that won't be as roasty in a few months' time.
voice-verified
It was.
voice-verified
So I mean I think that the issue around there was that it's it's base effects played a big component, uh particularly in terms of food.
voice-verified
Not fresh food, but food.
voice-verified
Uh pri if you remember last year rice prices were super high.
voice-verified
Um and then of course um what what comes from here is that the the the BOJ was already expecting an ease in terms of inflationary pressures, uh and now the focus obviously will shift towards the impact from
voice-verified
energy prices um uh in terms of
voice-verified
you know, secondary effects and so on.
voice-verified
So f for for now it does give the the BOJ a little bit of more room in terms of being patient.
voice-verified
Um but ahead of the meeting at the end of the month I think what would be important is the Tank and survey, which we get today.
voice-verified
And again any readings around those price pressures, labour cost will be important for for the BOJ meeting at the end of the month.
voice-verified
Yes.
voice-verified
Um well it uh and then again I suppose it all depends on how this uh dynamics from from the Iran conflict uh evolve.
voice-verified
Um because um so basically you have this scenario that this could be a short term shock, uh and in that scenario there would be arguments for central banks to look through it.
voice-verified
Showing 1601–1620 of 7,882 · page 81 of 395
← Previous
Next →