Rodrigo Catril

Rodrigo Catril, NAB senior market economist, breaks down rapid market moves tied to the Iran–Hormuz standoff. He covers soaring oil, spiking bond yields and currency swings. Topics include US threats to Iranian infrastructure, Iran’s expanded strike reach, energy market risk pricing, and which sectors and currencies could win or lose if tensions persist.

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, senior markets economist and strategist, gives quick takes on geopolitics, PMIs, inflation and labour signals. He discusses market optimism after reports of U.S. de-escalation with continued Strait of Hormuz risks. He highlights China’s PMI rebound, a Eurozone inflation jump, and signs of softening in the U.S. labour market.

Rodrigo Catril, NAB senior markets economist focused on energy shocks and inflation. He breaks down shipping halts in the Strait of Hormuz and why a 400 million barrel IEA release failed to calm markets. Talks about mine-laying reports, Iran’s warnings about $200 oil, and how surging energy risk is pushing central banks toward tighter policy and consecutive RBA rate hikes.

Rodrigo Catril, NAB markets economist who analyzes energy prices, bond yields and central bank responses. He breaks down the oil and European gas shock from Operation Epic Fury. He explains the bond-market about-turn, shifting rate-cut expectations. He outlines scenarios from a brief disruption to prolonged stagflation and flags political and shipping risks shaping market outcomes.

Rodrigo Catril, NAB markets economist who analyses global markets and trade policy. He breaks down the Supreme Court ruling and the US pivot to a global 15% tariff. They cover the hit to US Q4 GDP and resilient Aussie dollar. They also review rising core PCE and surprising strength in global PMIs.