- In one line: Heating housing market concerns continue to haunt the CBC.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: As expected; plenty to talk about on the press conference.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Decisively less hawkish on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still believe that cuts are just around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
- 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: A prudent rate cut, defying consensus, reflects improved inflation dynamics.
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: "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: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A non-event; expect more of the same through Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Gradual rate cuts, with potential pauses, amid temporary inflation pressures and economic recovery.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold, as core inflation remains sticky.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Tapping an RRR hike to cool the property market.
Moorthy Krshnan (Senior Asia Economist)Global
