Rodrigo Catril

Rodrigo Catril, a Senior NAB economist and expert in FX and macro analysis, shares his insights on market dynamics ahead of major data releases. He discusses investor caution tied to upcoming non-farm payrolls and NVIDIA earnings. Rodrigo highlights the recent dip in the Yen following Japan's soft GDP and delves into Canada's CPI trends affecting the Bank of Canada's stance. He also comments on Europe's revised growth forecasts and the euro's muted response, illustrating a fascinating snapshot of current global economic sentiment.

Rodrigo Catril, a NAB markets economist known for his insights on macro and fixed-income analysis, joins to discuss key market movements. He dives into Japan's bond yield surge after Governor Ueda hinted at a potential December rate hike. The implications for global capital flows and the yen are explored, alongside the impact of a weak ISM manufacturing report on US equities. Catril also reviews Australia and New Zealand's economic indicators, along with concerns over China's slowing economy and the European inflation outlook.

In this engaging discussion, Mike Symonds, Director of NAB's Currency Overlay Solutions Group, and Rodrigo Catril, part of the FX strategy team, delve into the findings of NAB's Super Insights survey. They reveal that over 50% of Australian super assets are now invested overseas, highlighting a strong shift towards international markets. The conversation touches on emerging themes like AI and infrastructure driving investment decisions, the complexities of currency exposure, and the implications for the Australian dollar amid increasing offshore allocations.

Rodrigo Catril from NAB, an expert in market economics, shares insights on the recent shifts in wealth among the world's richest individuals and the impact of declining U.S. producer prices. He discusses how US tariffs are affecting international oil purchases and China's deflationary trends. Catril also navigates the complexities of monetary policies in a fluctuating economy, examining the strength of the Australian dollar against global currencies and forecasting its future amid rising inflation.

Rodrigo Catril from NAB Markets Research shares insights on the latest Aussie GDP figures and their implications. He highlights how economic uncertainties in the U.S. and global power dynamics are pushing gold prices to new heights. The conversation touches on the role of the dollar's weakness in elevating gold as a safe-haven asset. Catril also discusses the geopolitical landscape with leaders like Putin, Xi, and Modi, and how their relationships affect market stability and investor confidence in gold.

Rodrigo Catril, NAB Markets researcher, dives into the signs of a global economic slowdown, highlighting the impact of recent data from Michigan and China's falling exports. He discusses the implications of the US government shutdown on consumer sentiment and inflation expectations. Rodrigo also examines Canada’s employment landscape, contrasting part-time gains with full-time losses. With insights on tariffs and Australia’s upcoming labour data, he provides a comprehensive analysis of shifting economic dynamics.

Rodrigo Catril, a NAB Markets researcher and economist, joins Phil to discuss a whirlwind week in finance. They dive into the upbeat tone of Xi-Trump talks and the potential easing of tariffs. Rodrigo breaks down the slower-than-expected US CPI, raising the odds of a Fed rate cut. They also touch on the impacts of the US government shutdown and evaluate concerns over European growth. Other hot topics include expectations for Australian CPI and major upcoming tech earnings from giants like Apple and Amazon.

Rodrigo Catril, NAB's market economist and strategist, shares his insights on current market dynamics. He discusses the unexpected optimism around a potential resolution to the Iran-Israel tensions, despite ongoing hostilities. The conversation touches on the significant pullback of central banks from the US dollar and recent economic data from China. Catril also highlights the implications of retail sales trends and the potential impact of upcoming U.S. budget discussions on fiscal policy, setting the stage for a week of market fluctuations.

Join Rodrigo Catril, NAB’s market economist and strategist, as he delves into the complex interplay of politics and economics. He discusses Walmart's uncertain outlook and its implications for the US economy. The conversation shifts to Donald Trump's comments on a potential China deal, stirring global market reactions. Catril also analyzes the recent spike in Australian unemployment amidst job growth, shedding light on seasonal factors. Lastly, he highlights the political stakes in Germany's upcoming federal election and its impact on European policies.

Rodrigo Catril, NAB’s market economist and strategist, shares insights on the U.S. non-farm payrolls report and its implications for the Fed's monetary policy. He discusses how upcoming CPI data could shift rate cut expectations. The political landscape in France is also unraveling, with tensions rising post-confidence votes and Macron's strategic hesitations. Additionally, OPEC+ maintains a cautious approach to oil production, reflecting the uncertain global demand. Catril’s analysis ties together these economic threads with implications for international markets.