- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Things are suddenly turning up for exports.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid start to the year, but downside risks are emerging.
Andres Abadia (Senior International 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: Resuming rate cuts but keeping a cautious bias.
Andres Abadia (Senior International Economist)Global
- In one line: Back to the target range, and the near-term outlook is benign.
Andres Abadia (Senior International Economist)Global
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Further interest rate cuts likely, as inflation pressures continue to ease.
Andres Abadia (Senior International Economist)Global
- In one line: Poor economic activity will put a lid on inflation.
Andres Abadia (Senior International Economist)Global
- In one line: The Board exercises caution, as forward guidance is limited to one meeting.
Andres Abadia (Senior International Economist)Global
- In one line: Still waiting for the first of a couple green lights.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The early 2024 misery in exports continues.
Miguel Chanco (Chief EM Asia 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
- In one line: Overshooting expectations, once again, by far.
Andres Abadia (Senior International Economist)Global
- In one line: On hold, but expect a further rate cut soon.
Andres Abadia (Senior International Economist)Global
- In one line: Falling inflation raises expectations of an interest rate cut this month.
Andres Abadia (Senior International Economist)Global
- In one line: Blame non-core factors for the February bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Thank the labour market—a lagging indicator—for the six-month high.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A poor end to the year, but the details are less grim than the headline.
Andres Abadia (Senior International Economist)Global
