- In one line: Resuming rate cuts but keeping a cautious bias.
Andres Abadia (Senior International Economist)Global
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Still waiting for the first of a couple green lights.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The early 2024 misery in exports continues.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold, but expect a further rate cut soon.
Andres Abadia (Senior International Economist)Global
In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Blame non-core factors for the February bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: It won’t be long before cuts enter the fray.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Cracks are emerging in the MPC’s unity.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Holding steady, just to prove a point.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Yet another reassuring below-consensus drop in core.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Banking on the recovery in the electrical and electronics sector.
Moorthy Krshnan (Senior Asia 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: More rate cuts to come, despite the still-cautious tone.
Andres Abadia (Senior International Economist)Global
- In one line: The H2 rise in food inflation is finally over.
Miguel Chanco (Chief EM Asia Economist)Global
