- In one line: Poor economic activity and soft core inflation pressures.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Banking on the recovery in the electrical and electronics sector.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Struggling, despite relatively positive sectoral data in November.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Old news; will January and February inflation be soft enough for a March cut?
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: No cuts until inflation is comfortably below target; that is, in Q2.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Exports are improving, but demand still isn’t firing on all fronts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More rate cuts to come, despite the still-cautious tone.
Andrés Abadía (Chief LatAm Economist)Global
In one line: All due to base effects in energy; the downtrend in the core remains intact.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Revised higher, but still consistent with a technical recession.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: The H2 rise in food inflation is finally over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Entering 2024 with negative momentum.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A soft start to the quarter, despite the strong-looking headline.
Andrés Abadía (Chief LatAm Economist)Global