In one line: A dovish hold—as expected—with a clear signal of a June cut.
Claus Vistesen (Chief Eurozone Economist)Daily Monitor
- 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: Still touch and go for the recovery in EZ industry.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Poor economic activity will put a lid on inflation.
Andrés Abadía (Chief LatAm Economist)Global
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: The SNB beats the ECB to the punch on rate cuts.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia 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: Next couple of months’ data will be more noise than signal.
Melanie Debono (Senior Eurozone 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.
Andrés Abadía (Chief LatAm Economist)Global