- 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: The overdue turn we’ve been waiting for; expect another follow-up cut in December.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Many more cuts to come, and potentially larger ones from 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)Emerging Asia
- 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: Blame the continued reversal of helpful food base effects; m/m trends are still improving.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A quiet end to Q3 for two-way trade, the seasonal bump to the surplus aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Primary articles inflation bounces on lower base effects, but underlying inflation remains muted.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: So much for the RBI’s “resilient” growth outlook.
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)Emerging Asia
Philippine exports are finally staging a real comeback at the margin
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: No cut, but the sea change in policy is here.
Miguel Chanco (Chief EM Asia Economist)Global
No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The ongoing run of positive Philippine sales growth is fragile
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Below-target range inflation effectively guarantees another BSP cut this month
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Much more food disinflation ahead.
Miguel Chanco (Chief EM Asia Economist)Global
