- In one line: Slip in export growth should be short-lived.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior 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: 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: 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
- In one line: A cut in August now certainly looks off the table.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food disinflation is intensifying.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Gradual rate cuts ahead; data to guide pace.
Andrés Abadía (Chief LatAm 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: Making peace with the Fed’s higher-for-longer stance.
Moorthy Krshnan (Senior 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: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Things are suddenly turning up for exports.
Miguel Chanco (Chief EM Asia Economist)Global
