- 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