- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The BCCh holds fire, as global risks intensify.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Capping off an unremarkable Q1.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Easing back on; three more cuts to go, from our vantage point.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect at least two more consecutive 25bp cuts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold amid rising global uncertainty.
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: Expect one more—final—cut in Q2, after today’s surprise reduction.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Patience is a virtue, in this climate.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold and maintaining a cautious stance.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: This surprise pause won’t last long.
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
- In one line: The first cut is finally here; expect at least one more by mid-year.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: No signal on the level of the neutral rate.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: On hold due to increased uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A genuine surprise; at least three more cuts this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Carpet being rolled out for a February rate cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A modest cut; approaching the end of the easing cycle.
Andrés Abadía (Chief LatAm Economist)Global
