- In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.
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)Emerging Asia
- 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)Emerging Asia
- In one line: Sticky housing inflation keeps headline elevated.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Continue to ignore; households are still struggling.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Imported inflation puts pressure on commodity inflation.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Stronger real wage growth supports pick up in June retail sales.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Overdue crash in oil imports masks a further—welcome—rise in non-oil imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Likely the peak for 2024, barring any fresh shocks.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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)Emerging Asia
- In one line: Blowing the consensus out of the water.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Faster goods inflation pushes up the headline.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Should be just a temporary drop below the BoT’s target range.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Weakness in consumer demand remains, despite improvement in headline.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
Core inflation in Singapore remains unchanged in May, despite headline rise
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: A not-so-emphatic return to the black, once adjusted for seasonality.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
A decent end to Q2 for India's sky-high, if questionable, PMIs
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Export growth surprises to the upside, as electronics roar ahead
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
