- In one line: Blame non-core factors for the February bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Thank the labour market—a lagging indicator—for the six-month high.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A poor end to the year, but the details are less grim than the headline.
Andrés Abadía (Chief LatAm 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: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
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: Incompatible with prior data, but the downtrend is on track.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core pressures continue to ease.
Andrés Abadía (Chief LatAm 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: An encouraging, but most likely temporary, bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A cautious cut, but bolder action likely will come soon.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A 50bp rate cut, as widely expected.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Poor economic activity and soft core inflation pressures.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Struggling, despite relatively positive sectoral data in November.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: No cuts until inflation is comfortably below target; that is, in Q2.
Miguel Chanco (Chief EM Asia Economist)Global
