- In one line: A solid start to the year, but downside risks are emerging.
Andres Abadia (Senior International Economist)Global
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The early 2024 misery in exports continues.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Overshooting expectations, once again, by far.
Andres Abadia (Senior International Economist)Global
- In one line: Falling inflation raises expectations of an interest rate cut this month.
Andres Abadia (Senior International Economist)Global
- In one line: Blame non-core factors for the February bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Thank the labour market—a lagging indicator—for the six-month high.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A poor end to the year, but the details are less grim than the headline.
Andres Abadia (Senior International Economist)Global
- In one line: Struggling, despite relatively positive sectoral data in November.
Andres Abadia (Senior International Economist)Global
- In one line: More rate cuts to come, despite the still-cautious tone.
Andres Abadia (Senior International Economist)Global
- In one line: Surprisingly resilient, but high interest rates are now a drag.
Andres Abadia (Senior International Economist)Global
- In one line: A stronger-than-expected Q3, but downside forces are emerging.
Andres Abadia (Senior International Economist)Global
