- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoK stays put amid US pressure not to weaken currency
Duncan WrigleyGlobal
- In one line: Acting now, while the space to do so comfortably remains available.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
Kelvin Lam (Senior China+ Economist)Global
- In one line: Holding—understandably—in spite of the tariff let-down.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold, signalling caution amid heightened uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
Kelvin Lam (Senior China+ Economist)Global
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: COPOM surprises with a 25bp hike but signals a pause.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Front-loading most of this year’s remaining cuts.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
Kelvin Lam (Senior China+ Economist)Global
- In one line: Back in business; at least 75bp in more cuts to come this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: COPOM slows pace; signals prolonged hold on rates.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The BCCh holds fire, as global risks intensify.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Easing back on; three more cuts to go, from our vantage point.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect at least two more consecutive 25bp cuts.
Miguel Chanco (Chief EM Asia Economist)Global
