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
- In one line: A cut in August now certainly looks off the table.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Gradual rate cuts ahead; data to guide pace.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The calm after last month’s madness.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Making peace with the Fed’s higher-for-longer stance.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Resuming rate cuts but keeping a cautious bias.
Andrés Abadía (Chief LatAm Economist)Global
In one line: A dovish hold—as expected—with a clear signal of a June cut.
Claus Vistesen (Chief Eurozone Economist)Daily Monitor
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Global