- In one line: This really should be the final hike.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A conservative start to the easing cycle.
Andres Abadia (Senior International Economist)Global
- In one line: The beginning of the end of the tomato price crisis; the consumer catch-up drives the July bounce in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Weak external outlook motivates the BNM to keep policy accommodative.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Another month, another hold; rinse and repeat until November, at least.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect another easy hold in September, before big decisions need to be made in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The tomato price surge wreaks more havoc, but the worst of the headline surge should be over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold, but the BCRP will cut next month.
Andres Abadia (Senior International Economist)Global
- In one line: Some understandable fighting talk, but nothing more.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: An unnecessary hike that probably will be reversed in early 2024.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A unanimous bold rate cut… and more are coming.
Andres Abadia (Senior International Economist)Global
- In one line: Industrial momentum still appears to have softened in Q2; the tomato crisis is now showing in headline inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Making peace with the reality of a weak Chinese recovery
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: The pause will last for at least five more months.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Don’t expect any movement until Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Not waiting for what looks set to be a lacklustre GDP growth bounce for Q2.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Some signs of life in consumer-facing IP; the mean-reversion in food inflation probably is over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The pause sticks, with inflation cooperating.
Miguel Chanco (Chief EM Asia Economist)Global
