- In one line: A modest cut; approaching the end of the easing cycle.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest downtick in late Q4, but the outlook is grim.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A credible pop in growth, Diwali noise aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Undershooting expectations; a relief for the BCCh.
Andrés Abadía (Chief LatAm Economist)Global
In one line: ECB doves were saved by France and Italy.
Claus Vistesen (Chief Eurozone Economist)Global
- US - Payroll growth likely was sluggish again in December
- EUROZONE - All set for another ‘gradualist’ 25bp rate cut from the ECB
- UK - Forecast review: slow growth and fast inflation to keep MPC cautious
- CHINA+ - Korean business sentiment dives due to political crisis; trade risks rise
- EM ASIA - A few silver linings in otherwise soft December ASEAN PMI
- LATAM - Kicking off 2025 with monetary policy and economic challenges
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Reassuringly unchanged readings to close out 2024.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A smaller rate cut than expected amid rising inflation risks.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest cut; increasing uncertainty is preventing bolder action.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: 75bp down; 100bp more—at minimum—in 2025.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: EZ inflation rose less than previously thought in November; another rise this month is likely.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: An anti-climactic end to the year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A pause that will probably hold for the first few meetings in 2025.
Miguel Chanco (Chief EM Asia Economist)Global
- US - FOMC likely to follow up a 25bp easing this week with January pause
- EUROZONE - No more restrictive policy at the ECB, and a jumbo cut by the SNB
- UK - MPC preview: on hold, and repeating the “gradual” mantra
- CHINA+ - CEWC takeaways: China prioritises demand-boosting policies for 2025
- EM ASIA - Indian food CPI now subsiding; the 2025 story is no one-way street
- LATAM - Great problems require great solutions: COPOM hikes by 100bp
Melanie Debono (Senior Eurozone Economist)Global
In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Still no sign of a pick up in new orders in manufacturing.
Melanie Debono (Senior Eurozone Economist)Global
