- U.S. - The Fed is Done; Inflation Undershoot will Trigger Easing in Q1
- EUROZONE- ECB Pushes Back Against H1 Rate-Cut Predictions
- U.K. - MPC Likely to Wait Until May to Cut Rates
- CHINA+ - China’s Recovery Makes Glacial Progress in November
- EM ASIA - Indonesian Imports Will Continue to Outperform Exports Next Year
- LATAM - Milei Starts Working Hard; Chile Rejects the New Constitution
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Economic activity is grinding to a halt.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Further recovery should ease recession fears.
Samuel TombsGlobal
In one line: Rapidly falling inflation and recessionary PMIs.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Consistent with our call that Germany is in a shallow recession.
Melanie Debono (Senior Eurozone Economist)Global
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsGlobal
- In one line: A 50bp rate cut, as expected.
Andrés Abadía (Chief LatAm Economist)Global
In one line: A clear dovish shift; rate cuts are next.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: The next move is a cut, and could come as early as Q1.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Global
- U.S. - The FOMC will Push Back Against Talk of Near-Term Easing
- EUROZONE- The ECB Will Lower its Inflation Forecasts This Week, but How Far?
- U.K. - MPC Unlikely to Endorse the Decline in Rate Expectations Just Yet
- CHINA+ - Japan’s Downward GDP Revision Reflects Weak Private Consumption
- EM ASIA - Pushing Our Call for the First RBI Rate Cut to April
- LATAM - Brazil’s GDP Growth Is Weakening, and the Near-Term Outlook Is Dim
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Still not showing any appetite for normalisation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Core inflation continues to fall.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Surprisingly resilient, but high interest rates are now a drag.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Upward revision not a game changer.
Melanie Debono (Senior Eurozone Economist)Global
