In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode
Kelvin Lam (Senior China+ Economist)Global
- In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Japan's core CPI surprise points to continued squeeze on real wages
Kelvin Lam (Senior China+ Economist)Global
- In one line: Near-zero inflation is once again around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Electricity discounts are now well and truly a thing of the past.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Short-lived, policy-induced deflation is over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Weak economic activity curbing inflation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Better, but the overall picture is still one of subpar growth.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A surprising—though likely temporary—dip into outright deflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A very unwelcome leap in the trade surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.
Miguel Chanco (Chief EM Asia Economist)Global
