- In one line: The calm after last month’s madness.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Making peace with the Fed’s higher-for-longer stance.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia 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.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Still waiting for the first of a couple green lights.
Miguel Chanco (Chief EM Asia 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.
Andrés Abadía (Chief LatAm 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: It won’t be long before cuts enter the fray.
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: Cracks are emerging in the MPC’s unity.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Holding steady, just to prove a point.
Miguel Chanco (Chief EM Asia Economist)Global