- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: February export pop isn’t so black and white.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A surprising—though likely temporary—dip into outright deflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A 7-month high, but no clear signs of US front-loading, yet.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Patience is a virtue, in this climate.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A very unwelcome leap in the trade surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: This surprise pause won’t last long.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The first cut is finally here; expect at least one more by mid-year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A huge, albeit temporary, gift from the new government.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Not the best of starts to 2025.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A genuine surprise; at least three more cuts this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Ignore the volatility, the trade surplus is growing, slowly.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Carpet being rolled out for a February rate cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A credible pop in growth, Diwali noise aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Reassuringly unchanged readings to close out 2024.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: 75bp down; 100bp more—at minimum—in 2025.
Miguel Chanco (Chief EM Asia Economist)Global
