- 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
- U.S. - Fiscal policy is likely to be a headwind for growth this year
- EUROZONE- Up close and personal with the seasonally adjusted EZ HICP data
- U.K.- Services CPI inflation likely rose above the MPC’s forecast in January
- CHINA+ - Chinese pricing trends signal weak activity; ignore the holiday noise
- EM ASIA - Vehicle sales boost to Singaporean retail sales set to unwind in January
- LATAM - Finally, Banxico explicitly signals rate cuts; normalisation to start in March
Ian Shepherdson (Chief Economist, Chairman and Founder)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
- U.S. - Whatever the truth about January jobs, the outlook for spring is weaker
- EUROZONE- Presenting the EZ bond market in 2024, assuming a soft landing
- U.K.- Multiple rate cuts this year signalled, but not as many as investors expect
- CHINA+ - Korea trade en route to a healthy recovery on strong WDA growth
- EM ASIA - Philippines’ consensus-beating Q4 benefited hugely from soft cushions
- LATAM - Central banks embrace policy normalisation, but with some caveats
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
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: Recession in industry appears to have found a floor.
Melanie Debono (Senior 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+
