- In one line: Heating housing market concerns continue to haunt the CBC.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A pre-emptive 25bp hike in response to persistent inflation risks.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid month for exports, but downside risks linger.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: As expected; plenty to talk about on the press conference.
Claus Vistesen (Chief Eurozone Economist)Global
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Subdued pressures in August, but rising expectations cloud the near-term outlook.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Finally falling at the headline level, but politics now a key risk.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Decisively less hawkish on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Indonesia’s PMI is going from bad to worse, hitting the headline.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: GDP growth surges in Q2 amid strong labour market.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Consistent with continued recession in industry, despite upward revision.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Steady headline masks continued food disinflation.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Services boosted by the Olympics; manufacturing is sinking without a trace.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still believe that cuts are just around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Energy inflation will back in August and September; the core will remain high.
Claus Vistesen (Chief Eurozone Economist)Global