In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June
Kelvin Lam (Senior China+ Economist)Global
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Front-loading most of this year’s remaining cuts.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
Kelvin Lam (Senior China+ Economist)Global
- In one line: Back in business; at least 75bp in more cuts to come this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Global
- 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
