- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Inflation continues to fall rapidly.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest cut as inflation risks have tilted to the upside.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core disinflation remains on track, but food prices are now a problem.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A poor end to Q1, but the underlying trend remains positive.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food inflation finally turns a corner; more of this, please.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Export-oriented manufacturers continue to underperform.
Miguel Chanco (Chief EM Asia Economist)Global
- 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.
Andrés Abadía (Chief LatAm 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.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Back to the target range, and the near-term outlook is benign.
Andrés Abadía (Chief LatAm 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.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Poor economic activity will put a lid on inflation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The Board exercises caution, as forward guidance is limited to one meeting.
Andrés Abadía (Chief LatAm 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