- In one line: Things are suddenly turning up for exports.
Miguel Chanco (Chief EM Asia 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: Resuming rate cuts but keeping a cautious bias.
Andres Abadia (Senior International Economist)Global
- In one line: Back to the target range, and the near-term outlook is benign.
Andres Abadia (Senior International Economist)Global
- In one line: Further interest rate cuts likely, as inflation pressures continue to ease.
Andres Abadia (Senior International Economist)Global
- In one line: Poor economic activity will put a lid on inflation.
Andres Abadia (Senior International Economist)Global
- In one line: The Board exercises caution, as forward guidance is limited to one meeting.
Andres Abadia (Senior International 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: 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: On hold, but expect a further rate cut soon.
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: Ringgit weakness worries BNM, but its opting for non-rate measures.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Blame non-core factors for the February bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Not enough for a rate cut in March; but April is still on.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Yet another reassuring below-consensus drop in core.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Poor economic activity and soft core inflation pressures.
Andres Abadia (Senior International Economist)Global
