Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

PDF

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

This publication is only available to Emerging Asia (Monitor) subscribers

Related Publications
Consistently Right
Access Key Enabled Navigation
Keywords for: 19 Sept 2022 Emerging Asia Monitor

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, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence