- In one line: A poor end to the year, but the details are less grim than the headline.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Struggling, despite relatively positive sectoral data in November.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Exports are improving, but demand still isn’t firing on all fronts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More rate cuts to come, despite the still-cautious tone.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The H2 rise in food inflation is finally over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Entering 2024 with negative momentum.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A 50bp rate cut, as expected.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core inflation continues to fall.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Surprisingly resilient, but high interest rates are now a drag.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A stronger-than-expected Q3, but downside forces are emerging.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Disinflation, at the headline level, remains fully on track.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Disinflation is fully on track.
Andrés Abadía (Chief LatAm Economist)Global