- 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: A solid month for exports, but downside risks linger.
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: Indonesia’s PMI is going from bad to worse, hitting the headline.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Steady headline masks continued food disinflation.
Miguel Chanco (Chief EM 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: Small surplus isn’t actually that bad, while the stellar y/y rates need to be put into context.
Miguel Chanco (Chief EM Asia 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: Slip in export growth should be short-lived.
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: Food disinflation intensifies, returning the headline back to BI’s target.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A non-event; expect more of the same through Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Q2 exports now look salvageable, after a sturdy May.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.
Miguel Chanco (Chief EM Asia Economist)Global
