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.

Appearances

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NAB Morning Call · D-day for Hormuz · 22 Mar 2026 podcast

Um and I think that that story is pretty much likely to be reflected in uh in other places um where the fiscal's response will will be needed and and to that voice-verified

It's interesting 'cause I was looking at the news in Europe and then we've already seen Italy announcing fuel excise, uh, CATS, Spain, Anvil, a five billion support package. voice-verified

Um and so so so these dynamics in terms of the demand on the fiscal side to respond to the shock, we're gonna start seeing it everywhere. voice-verified

Uh and as a result we're also gonna start wondering what are the the the credit position. voice-verified

Um and then lastly just in terms of sort of the think voice-verified

Thinking about the consequences of all of this, uh Pantheon Economics who we follow for for the US highlighted how the the increasing gas gasoline prices at the moment are effectively more than offsetting any positive impact that you could have had from the tax refunds that were expected for this year. voice-verified

Um and importantly too, the distribution of those tax refunds are not towards the lower income families, but rather higher and therefore voice-verified

or the impact from the increasing gasoline prices will be felt by lower income households too. voice-verified

So it's it's not this is not coming for free for anyone and uh it will have those consequences too. voice-verified

sorry, it's i it's a it's a good point you make 'cause during during the initial parts or or not the initial parts, but during the war, uh the the Russia Ukraine war, we did see that voice-verified

that there were some um so taxes or war kind of um fees if you like applied to to the extra profits that m the energy companies um enjoyed if you like. voice-verified

So um yeah. voice-verified

That's I I would say that would still be part of the menu. voice-verified

In terms of what to expect. voice-verified

Yeah, so th the takeaway in terms of price action for currencies on Friday was that rebound of of the US dollar. voice-verified

On Thursday there was all these repricing from central banks, but the the Fed had not repriced significantly. voice-verified

Um now we saw that reversal and and the dollar was stronger across the board, although finished weaker um compared to when you see other performance during during the week. voice-verified

What what I thought was interesting as well is that we also had central bank speakers. voice-verified

So we had the E C B Governor Council Nigel or Nagel and he's German and is is on the hawkish side and and talked about the the risk of of hike coming as soon as next month. voice-verified

But interestingly in the US we also had um three speakers uh in uh including the weekend, Fetcher Powell um was talking about uh Paul Volker and and how he should be credited for the willingness to resist short term pressures voice-verified

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