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: 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: 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: Falling inflation raises expectations of an interest rate cut this month.
Andres Abadia (Senior International 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
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: All due to base effects in energy; the downtrend in the core remains intact.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: The H2 rise in food inflation is finally over.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Rapidly falling inflation and recessionary PMIs.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Global
