Disinflation is back on track; expect two easings in today’s 2024 dot plot.
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Hit by increased food prices, due to the floods in the south.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Upside pressures will keep policymakers on the alert.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Modest core pressures point to further monetary easing this month.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation is intensifying.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Services too hot to handle, but the trend isn’t 4%.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Inflation continues to fall rapidly.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core disinflation remains on track, but food prices are now a problem.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food inflation finally turns a corner; more of this, please.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: The core is still drifting lower, but slowly does it.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Further interest rate cuts likely, as inflation pressures continue to ease.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Poor economic activity will put a lid on inflation.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Next couple of months’ data will be more noise than signal.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Global