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16th Sep 2022 14:27Emerging Asia, Weekly Monitor

  • We’re sticking to our call for an imminent BSP pause, despite expectations for another 50bp hike...
  • ...The peso and FX reserve issue is a distraction; fundamentally, headline inflation is now rolling over.
  • A second straight run-of-the-mill 25bp hike by BI this week is likely; we see no need for bigger steps.

August bloomberg board budget cpi cpi inflation currencies deficit depreciation dollar fiscal policy food food inflation forecasts fuel fx global oil prices governors headline inflation headline rate imports inflation inflation forecasts monetary oil oil price oil prices policy remain repo u.s. us

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