In one line: CS problem is solved as far as the SNB is concerned; fight against inflation continues.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Markets believe the ECB is done; we don’t.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Ignore the surplus jump, trade continues to wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold and on the sidelines in the near term, due to high uncertainty.
Andres Abadia (Senior International Economist)Global
- In one line: Fed rhetoric has the BNM considering another 25bp rate hike in H2.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: The surge in food inflation should be temporary; core is behaving.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: First signs of China’s reopening.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The fight against high inflation is probably over, rate cuts likely will come soon.
Andres Abadia (Senior International Economist)Global
- In one line: Core inflation is still keeping the MPC on edge.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: At least one more 50bp hike is on the way; no change to QT plans.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: More encouragement for a BI pause this month.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: We got today wrong, but the consensus for a near-2.00% terminal rate is still overkill.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Not as bad as it looks on the surface.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: No signs of a pivot despite falling inflation and inflation expectations.
Andres Abadia (Senior International Economist)Global
