- In one line: Gradual rate cuts, with potential pauses, amid temporary inflation pressures and economic recovery.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Q2 exports now look salvageable, after a sturdy May.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: A soft start to Q2, and downside risks have increased.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold, as core inflation remains sticky.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Tapping an RRR hike to cool the property market.
Moorthy Krshnan (Senior Asia Economist)Global
Disinflation is back on track; expect two easings in today’s 2024 dot plot.
Ian Shepherdson (Chief Economist, Chairman and Founder)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: Hit by increased food prices, due to the floods in the south.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Upside pressures will keep policymakers on the alert.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Modest core pressures point to further monetary easing this month.
Andrés Abadía (Chief LatAm 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: A mild cyclical upswing is now underway.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: A solid Q1, but conditions have worsened recently.
Andrés Abadía (Chief LatAm 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: Under pressure on a sequential basis.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation is intensifying.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Services too hot to handle, but the trend isn’t 4%.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: On hold, but rate cuts will resume soon, assuming the MXN stabilises.
Andrés Abadía (Chief LatAm Economist)Global