- In one line: Riskily ignoring the inflation numbers.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Goodbye to the “upward bias” in the 2023 growth forecast.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: No point waiting when a grim Q2 is clear.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Today’s pause will hold until Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: We’ll have what the Governor is having.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still hawkish, but a dovish tone likely will emerge next month.
Andres Abadia (Senior International Economist)Global
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: 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 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
