In one line: Not enough for a rate cut in March; but April is still on.
Claus Vistesen (Chief Eurozone 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: Korea export growth remains resilient even on a WDA basis
Kelvin Lam (Senior China+ Economist)China+
- 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: 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: More rate cuts to come, despite the still-cautious tone.
Andrés Abadía (Chief LatAm Economist)Global
In one line: All due to base effects in energy; the downtrend in the core remains intact.
Claus Vistesen (Chief Eurozone 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: Drop confirmed. Inflation will rebound in December, but what happens in January?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Rapidly falling inflation and recessionary PMIs.
Claus Vistesen (Chief Eurozone 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: Adverse food price base effects will now unwind.
Miguel Chanco (Chief EM Asia Economist)Global
