- In one line: An encouraging, but most likely temporary, bounce.
Miguel Chanco (Chief EM 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: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The H2 rise in food inflation is finally over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Entering 2024 with negative momentum.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Further recovery should ease recession fears.
Samuel TombsGlobal
In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsGlobal
- In one line: The next move is a cut, and could come as early as Q1.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still not showing any appetite for normalisation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Adverse food price base effects will now unwind.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Only a small respite in November.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Further reassurance a recession isn’t developing.
Samuel TombsGlobal
- In one line: Probably already regretting the October hike.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A sensible pause, after October’s rash out-of-cycle hike.
Miguel Chanco (Chief EM Asia Economist)Global
