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 months
5 · Jul OctJan 26AprJulnow

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

Appearances

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Um so you you have the supply side uh policies that are very much driven towards this um you know industries that need to be champions and and in that sense yep they're they're achieving quite a lot. voice-verified
Uh but on the flip side um voice-verified
Uh there's no there's no policies protecting uh households and and the domestic demand and uh domestic demand is extremely weak, weighted down by the fact that you have a housing market that has been declining for five years in a row. voice-verified
Yeah. voice-verified
Uh weighted down by banks that are highly you know, huge amounts of bad debts. voice-verified
So remember that in an economy if banks are not lending, then the economy doesn't grow. voice-verified
Um and that's part of the issue too. voice-verified
Uh voice-verified
And then if you look at it voice-verified
the level of interest rate they're so low and yet nobody wants to borrow money. voice-verified
So that tells you um the state of the of domestic economy. voice-verified
So they need to do more to stimulate the economy, but uh President Xi is not a believer in the Keynesian policies. voice-verified
So that's where they're stuck. voice-verified
Yes. voice-verified
Uh I mean it did rise from from the previous months of two from two point from one tenth to two point nine. voice-verified
Yeah. voice-verified
Um but it was below that three percent consensus. voice-verified
Um voice-verified
I think overall there there's a general sense that uh headline inflation in in in Europe is is gonna be higher this this month. voice-verified
Um and maybe there's been overs and unders in terms of the the country country readings. voice-verified
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