- 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
- US - One suspicious-looking jobs number will not distract the Fed
- EUROZONE - Bond yields are too low relative to the medium-term inflation outlook
- UK - Governor Bailey lowers the bar to consecutive rate cuts
- CHINA+ - The lessons of 2015 for assessing China’s current outlook
- EM ASIA - Vietnam’s Q3 GDP shows the economy easily shrugging of Yagi
- LATAM - Colombia’s BanRep to keep cutting rates amid soft economic recovery
Ian Shepherdson (Chief Economist, Chairman and Founder)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
- US - Only three indicators are useful in payroll forecasting; all are flawed
- UK -CPI inflation will be boosted by duties and school fees
- EM Asia-Thailand’s smaller cash handout will be even more trivial for growth
- EZ -October’s rate cut is on; deposit rate set to end 2024 at 3%
- LatAm - Banxico cuts rates as expected, opening door for further easing
- China+ - China’s policy shift puts growth target in reach; bold reforms lacking
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: The door has been left open for further easing.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.
Melanie Debono (Senior Eurozone Economist)Global
- US - The Fed will abandon plans for a modest, slow easing cycle
- EUROZONE - Sinking September PMIs put an October rate cut back in the frame
- UK - Services inflation close to MPC’s forecast kept rates on hold
- CHINA+ - Deep structural adjustment weighing down China’s domestic
- EM ASIA - How much can we trust the recovery in Indonesian exports?
- LATAM - Brazil’s BCB hikes Selic rate, with a hawkish tone, for now
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Boost from the Olympics in August disappeared in September.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Heating housing market concerns continue to haunt the CBC.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A pre-emptive 25bp hike in response to persistent inflation risks.
Andrés Abadía (Chief LatAm Economist)Global
