- 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: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior 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: 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: 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: 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: 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: Making peace with the Fed’s higher-for-longer stance.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Resuming rate cuts but keeping a cautious bias.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Global
