- In one line: Slip in export growth should be short-lived.
Miguel Chanco (Chief EM Asia Economist)Global
- 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)Global
- In one line: Food disinflation intensifies, returning the headline back to BI’s target.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A non-event; expect more of the same through Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Q2 exports now look salvageable, after a sturdy May.
Miguel Chanco (Chief EM Asia Economist)Global
- 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)Global
- In one line: A cut in August now certainly looks off the table.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: ASEAN’s main exporters are finally staging a revival… slowly.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food disinflation is intensifying.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The calm after last month’s madness.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A poorer start to Q2 than suggested by the already-soft headline rates.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food inflation finally turns a corner; more of this, please.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Export-oriented manufacturers continue to underperform.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global