- 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: Making peace with the Fed’s higher-for-longer stance.
Moorthy Krshnan (Senior Asia 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 : Grim, but the reality on the ground is likely better.
Claus Vistesen (Chief Eurozone 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: The core is still drifting lower, but slowly does it.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Gaining steam, even though seasonals are likely behind some of the pick up.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Great, but can the services PMI be trusted?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Decent, but exclusively due to strength in services
Claus Vistesen (Chief Eurozone 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: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
Claus Vistesen (Chief Eurozone 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: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
Claus Vistesen (Chief Eurozone Economist)Eurozone
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