- In one line: A 50bp rate cut, as expected.
Andrés Abadía (Chief LatAm Economist)Global
In one line: A clear dovish shift; rate cuts are next.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: The next move is a cut, and could come as early as Q1.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still not showing any appetite for normalisation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Core inflation continues to fall.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Surprisingly resilient, but high interest rates are now a drag.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Upward revision not a game changer.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: A poor start to Q4, due chiefly to plunging mining activity.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Depressed, but the second derivative is turning.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Adverse food price base effects will now unwind.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Only a small respite in November.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: ECB hawks are about to eat humble pie.
Claus Vistesen (Chief Eurozone Economist)Global