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 · D-day for Hormuz · 22 Mar 2026 podcast

including political pressures in the interest of achieving lasting price stability. voice-verified

But then uh on Friday we also have Governor Chris Wallace still talking about the idea that he's cautious about about oil prices uh and inflation, though he although he sees weakness in the labour market will still provide arguments for rate cuts. voice-verified

And uh Fetchair uh or rather Michelle Bowman, who is the supervision chair or vice chair, um also said that she still think that three rate cuts look possible this year. voice-verified

Yeah. voice-verified

So so that's quite a big contrast. voice-verified

Y you have at least two uh Fed members talking about rate cuts when when the market and everyone else is saying, Well, have you seen where inflation's going? voice-verified

Um so very interesting. voice-verified

Uh i it will it just highlights that that difference in dynamics in terms of the thinking within the Fed. voice-verified

Right. voice-verified

a positive supply shock from energy are likely to perform better than those that are suffering from a negative supply shock. voice-verified

So you're seeing the Euro and and and the and the yen uh struggling to to perform and um again if this conflict puts long lasting, you would think uh that those are the currencies that are likely to suffer a bit more. voice-verified

Yeah, it's uh I would say that the consumer sentiment is an important dynamic. voice-verified

Um this idea of central banks reacting to this energy shock and inflationary shock is important. voice-verified

Um but then voice-verified

We sooner or later we're gonna start looking at this evidence or any signs of demand destruction. voice-verified

And if you see a collapse in consumer confidence and you see a collapse in in business confidence, that story will start emerging and um gathering momentum too. voice-verified

So maybe it's a little bit too early, but um I I I would think that that consumer sentiment from Euro will be important. voice-verified

Um we have the CPI here in Australia for February on Wednesday. voice-verified

Um it's too early to to capture voice-verified

And then of course the PMIs, uh which should be important in terms of maybe giving us an indication of for one um who is showing any signs of weakness or reacting to to the news uh and whether voice-verified

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