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 · How long will the fury last? · 2 Mar 2026 podcast

So voice-verified

it's easy for Israel and and and the US to attack and keep bombing. voice-verified

And and the the theory is that the more they bomb, uh the more is that it will force uh the Iranians to come to the table. voice-verified

But at the moment they're they're not they're not willing to come to the table so voice-verified

We have to wait and see. voice-verified

If this escalates, then there's the scenario that the economy and ever and all infrastructure gets destroyed, therefore you force Iran to come and then we are done in in four weeks. voice-verified

The other extreme scenario is that this instigates a civil war, massive disorderly stuff, um and then is a very different scenario and creates instability, particularly in the Strait of Humus, um where Iran can can do quite a lot voice-verified

So I think the market is now pricing that that risk that this could take longer. voice-verified

Yeah. voice-verified

Um voice-verified

And hence why you've seen the whole repricing. voice-verified

Because from a from a central bank perspective, w what do you do? voice-verified

Well, at the moment it means that if if energy prices are going to be higher for longer, um, that's bad for growth and it's bad for inflation. voice-verified

So it's it's taxflationary uh uh um you know voice-verified

Dilemma. voice-verified

And at the moment voice-verified

At the minimum you would think central banks will have to wait and see to see how this plays out. voice-verified

Because they don't want to be in a situation where you have high levels of inflation and and the economy's slowing and and that's a much tougher decision to make. voice-verified

Yeah. voice-verified

I mean the the hope there is that, you know, by the midterms, or as we get closer to the midterms, uh some sort of resolution should be should be reached. voice-verified

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