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 · Oil trapped by Strait’s jacket · 11 Mar 2026 podcast

The the key is whether there is some sort of sort of agreement or some news that will give assurances that the the flow of vessels through the Strait of Hamous will restart.

Uh and at this stage, given what the Iranians are saying and doing, it's very difficult to to see this happening anytime soon.

So um 'cause President

Trump keeps on saying even overnight that the the war will end soon, it's unclear to us that it's really up to him whether um the the flow of vessels in the Strait of Hamous will end soon.

So or rather will start soon.

So um yeah, for for now at the moment we with our sense is that we should expect uh ongoing volatility in energy prices and and to your point as well, um the Strait of Homoose is not just about oil.

is also about LNG and it's also about fertilizers.

So uh these cargos do matter uh and at the moment the longer that um there's no ability to go through

And then the pressure on prices will will continue to remain there.

No, they they wouldn't.

Uh although y we've uh we've uh subscribed to Pantheon Economics.

Um and and you're quite right, when you when you look at the numbers they're fairly benign, not not a great deal of change.

Um but the details uh that feed onto the core PC deflator increased by point four in February.

So that is p a punchy number.

So we gotta remember that when it comes to inflation, whilst the CPI is super important

It's the PC uh measure that matters most for for the Fed.

And at the moment, um the feeding or the information that we get from this CPI suggests that the the core PC deflator um it's it's is gonna get a punchy reading um in February.

Now the the other the other kind of important dynamic of course is that um oil prices uh have continued to rise and then uh we are gonna start seeing that

uh being come through in the data.

So when it comes to March, um then uh at this stage that w what's already happening uh in terms of the rise in in in WTI prices is suggesting that we should also expect a a big uh jump on that uh on that reading too.

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