- 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: All due to base effects in energy; the downtrend in the core remains intact.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Revised higher, but still consistent with a technical recession.
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: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
Claus Vistesen (Chief Eurozone Economist)Global
- 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: Depressed, but the second derivative is turning.
Claus Vistesen (Chief Eurozone 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: ECB hawks are about to eat humble pie.
Claus Vistesen (Chief Eurozone Economist)Global