- 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: Imported inflation puts pressure on commodity inflation.
Moorthy Krshnan (Senior 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: 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: Inflated—yet again—by ‘other’ retail sales; ignore.
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
- In one line: A not-so-emphatic return to the black, once adjusted for seasonality.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Deficit hit by lagged oil-price effects, which will now unwind.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Upstream core price pressures are now clearly reviving.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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)Emerging Asia
- In one line: Fret not, the recovery in electronics exports is still in place.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Goods inflation U-turns, while services inflation remains sticky.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Malaysian inflation comes in at 1.8% for a third consecutive month
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
