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 · last 12 months

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

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NAB Morning Call · Walk Away · 31 Mar 2026 podcast

Um if there's evidence that this could be more longer lasting voice-verified

uh then obviously the the central bank will have to be reacted to that. voice-verified

And in fact uh EC V Lagarde was speaking overnight um and then in a sense um sort of uh debating a little bit with Scott Bisson because Scott's bit Scott Bisson was suggesting that this is likely to be a short lived impact. voice-verified

Uh and Lagarde in on the other hand was suggesting that now there was evidence that this could prove to be a bit more longer lasting and a concern for the central bank. voice-verified

So voice-verified

There are evidence there that certainly the the E C B is thinking quite a b quite a lot about this and they're probably gonna have to wait for more evidence to to to make a decision on on what to do about race. voice-verified

It is a heck of a difference and then uh it just highlights how I mean the surprising stuff as well was that overall the the s the index went up as you as you mentioned. voice-verified

Um but uh I think that it was obviously there's that discrepancy between you know the expectations and particularly what uh uh the higher prices in terms of energy uh will do to consumer spending. voice-verified

Um and that's the kind of to some extent the focus. voice-verified

Um and then uh but but overall um there's also a little bit of com commentary coming in con in respect to to the labor market which kind of links to to what we learn voice-verified

learned from from the Jules report, it's still showing a little bit of more more um uh if you like, softness uh of the market ahead uh and the the consumer comp uh consumer board conference board sorry, uh also suggesting that um there's no major improvements in the in the labour market and sort of this slow evidence of weakness it continues to emerge. voice-verified

Yeah, a very very gradual but still l less jobs. voice-verified

If if we remember putting you know the Iran conflict and inflationary dynamics, uh, you know, the Fed in particular w has been concerned around the the health of the of the labour market and even from our perspective, um, you know, before the conflict we had this idea that the Fed was likely to ease in the second half of the year because we could see this evidence of ongoing weakness in the labour. voice-verified

supermarket playing out over the course of the year. voice-verified

Um so that's a thing to remember in in the back uh of our minds whilst hopefully this conflict m uh you know resolves itself sooner rather than later. voice-verified

Yeah, a few numbers. voice-verified

In terms of the retail sales, it's probably worth highlighting that it's February, not March. voice-verified

Um so the the market's still expecting a a solid print. voice-verified

Um there's a bit of tax refunds that potentially contributed to to spending during the month. voice-verified

Uh but again, um in terms of sort of the conflict impact on on consumer, uh we we gotta wait a month uh for for the March readings to to give us a better sense. voice-verified

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