- In one line: Ignore the surplus jump, trade continues to wobble.
Miguel Chanco (Chief EM 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: More encouragement for a BI pause this month.
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: An increasingly poor finish to 2022.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food disinflation remains the gift that keeps giving.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Reiterating that 50bp adjustments aren’t forever.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A deceptively reassuring start to Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The stage is set for BI to return to 25bp.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Taking no risk with the IDR, while setting the stage for a return to 25bp moves.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The commodities lift is waning.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: No real shock in the size of the jolt from the fuel price hikes.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Spooked by the fuel price hikes.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Seasonality and oil crosscurrents drive a jump in the surplus.
Miguel Chanco (Chief EM Asia Economist)Global
