In one line: Growth indicators are rising in importance for policymakers.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: The first big win for ECB doves in a long time.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: The trump card ECB doves need for a third rate cut today.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Expect easing to resume in November.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Many more cuts to come, and potentially larger ones from December.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A quiet end to Q3 for two-way trade, the seasonal bump to the surplus aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: So much for the RBI’s “resilient” growth outlook.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold, as inflation likely to increase marginally in Q4 due to base effects.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Subdued inflation pressures, allowing Banxico to cut rates further.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A benign inflation report despite a number of threats.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: No cut, but the sea change in policy is here.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go
Melanie Debono (Senior Eurozone Economist)Global
In one line: Recession in EZ industry rumbles on.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Much more food disinflation ahead.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Export-oriented manufacturers hit a speed-bump at the end of Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The 50bp pace of rate cuts continues amid mixed economic signals and a cautious inflation outlook.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The door has been left open for further easing.
Andrés Abadía (Chief LatAm Economist)Global
