- 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: Acting now, while the space to do so comfortably remains available.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Inflation eases as demand cools.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Disinflation resumes, but risks linger.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Holding—understandably—in spite of the tariff let-down.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A further climb in goods inflation is still in the pipeline.
Oliver Allen (Senior US Economist)Global
- In one line: Revisions reveal a sharp slowdown; September easing incoming.
Oliver Allen (Senior US Economist)Global
- In one line: Mining volatility drags on Q2, but growth outlook holds firm.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Export growth is in for a weaker H2.
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: A ten-month low, as consumer sectors continue to broadly weaken.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Mexico’s growth holding up in Q2, but headwinds are mounting.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks
Duncan WrigleyGlobal
In one line: Better external sector performance likely to support Q2 GDP due tomorrow
Kelvin Lam (Senior China+ Economist)Global
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
Kelvin Lam (Senior China+ Economist)Global
In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry
Kelvin Lam (Senior China+ Economist)Global
- In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Recovery stalls as financial headwinds mount.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Cooling inflation meets new headwinds.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core pressures lingering, but disinflation resumes.
Andrés Abadía (Chief LatAm Economist)Global
