In one line: Lifted by strong momentum in Southern Europe.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Better, but likely not enough to prevent another decline in GDP in Q1.
Claus Vistesen (Chief Eurozone 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: See you in June, for the first rate cut.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Virtually similar to January, which is now a hawkish line.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Is the door now shut on an April cut? Probably.
Claus Vistesen (Chief Eurozone 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: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: It won’t be long before cuts enter the fray.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Cracks are emerging in the MPC’s unity.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Holding steady, just to prove a point.
Miguel Chanco (Chief EM Asia Economist)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: 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