- In one line: Expect easing to resume in November.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Many more cuts to come, and potentially larger ones from December.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: So much for the RBI’s “resilient” growth outlook.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold, as inflation likely to increase marginally in Q4 due to base effects.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: No cut, but the sea change in policy is here.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Heating housing market concerns continue to haunt the CBC.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Decisively less hawkish on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still believe that cuts are just around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Keeping up the inflation-fighting talk.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Another month, another hold; we still see cuts in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Global
