- In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Small surplus isn’t actually that bad, while the stellar y/y rates need to be put into context.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A mixed picture, as transportation costs rise while food prices decline.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest rate cut signals a shift towards further easing, with caution.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Non-core pressures drive significant gains, offsetting the good news in core.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Keeping up the inflation-fighting talk.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Still suggesting private sector activity stalled at the start of Q3.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: A cautious pause amid mixed economic signals.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A cautious hold, prioritizing inflation control amid persistent challenges.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Struggling, the near-term outlook remains challenging.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: BanRep maintains steady 50bp rate cuts despite board divide.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Blame Italy for the upside surprise.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Poor, but GDP growth is stronger than implied by the headlines.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: "September is wide open”, apparently.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: No signal of a cut in September; we look for such a signal at the press conference.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Another month, another hold; we still see cuts in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Slip in export growth should be short-lived.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.
Miguel Chanco (Chief EM Asia Economist)Global
