- In one line: Cracks are emerging in the MPC’s unity.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Incompatible with prior data, but the downtrend is on track.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core pressures continue to ease.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Holding steady, just to prove a point.
Miguel Chanco (Chief EM Asia Economist)Global
- U.S. - Whatever the truth about January jobs, the outlook for spring is weaker
- EUROZONE- Presenting the EZ bond market in 2024, assuming a soft landing
- U.K.- Multiple rate cuts this year signalled, but not as many as investors expect
- CHINA+ - Korea trade en route to a healthy recovery on strong WDA growth
- EM ASIA - Philippines’ consensus-beating Q4 benefited hugely from soft cushions
- LATAM - Central banks embrace policy normalisation, but with some caveats
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Not enough for a rate cut in March; but April is still on.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Recession in industry appears to have found a floor.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Yet another reassuring below-consensus drop in core.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: An encouraging, but most likely temporary, bounce.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Korea export growth remains resilient even on a WDA basis
Kelvin Lam (Senior China+ Economist)China+
- In one line: A cautious cut, but bolder action likely will come soon.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A 50bp rate cut, as widely expected.
Andrés Abadía (Chief LatAm Economist)Global
- U.S. - Inflation is tamed, and that matters more to the Fed than strong growth
- EUROZONE- GDP data support a dovish shift from the ECB; Spanish CPI not so much
- U.K.- MPC likely to split the difference with the market
- CHINA+ - China’s RRR cut is about accommodating fiscal stimulus
- EM ASIA - Reassuring early Q1 PMIs in India
- LATAM - A busy but relatively straightforward week for LatAm central banks
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Poor economic activity and soft core inflation pressures.
Andrés Abadía (Chief LatAm Economist)Global
