- In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Inflation continues to fall rapidly.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core disinflation remains on track, but food prices are now a problem.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A poor end to Q1, but the underlying trend remains positive.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food inflation finally turns a corner; more of this, please.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: The core is still drifting lower, but slowly does it.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Things are suddenly turning up for exports.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid start to the year, but downside risks are emerging.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
Claus Vistesen (Chief Eurozone 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: Back to the target range, and the near-term outlook is benign.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Further interest rate cuts likely, as inflation pressures continue to ease.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Poor economic activity will put a lid on inflation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The Board exercises caution, as forward guidance is limited to one meeting.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Next couple of months’ data will be more noise than signal.
Melanie Debono (Senior Eurozone 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.
Andrés Abadía (Chief LatAm Economist)Global
