- In one line: Acting now, while the space to do so comfortably remains available.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
Kelvin Lam (Senior China+ Economist)Global
- In one line: Holding—understandably—in spite of the tariff let-down.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Export growth is in for a weaker H2.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect a further rise in food inflation in the July report.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Export growth probably will buckle again in Q3.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
Kelvin Lam (Senior China+ Economist)Global
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Front-loading most of this year’s remaining cuts.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
Kelvin Lam (Senior China+ Economist)Global
- In one line: Near-zero inflation is once again around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A partially welcome collapse in the surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Back in business; at least 75bp in more cuts to come this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Electricity discounts are now well and truly a thing of the past.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The BCCh holds fire, as global risks intensify.
Andrés Abadía (Chief LatAm Economist)Global
