- In one line: Carpet being rolled out for a February rate cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A modest downtick in late Q4, but the outlook is grim.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Undershooting expectations; a relief for the BCCh.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Reassuringly unchanged readings to close out 2024.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: No major surprises; red carpet being relaid for rate cuts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Core inflation continues to fall, allowing Banxico to cut rates further.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Moving closer to the lower bound of BI’s target range; S/T stability coming.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Headline inflation rebounds as electricity tariffs rise.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Rising inflation pressures on the back of bad weather conditions.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest rebound, but the outlook has deteriorated.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Downside surprise, SNB will have to ease more than we previously thought.
Melanie Debono (Senior Eurozone Economist)Global
In one line: A big blow to hopes of a 50bp cut in December.
Claus Vistesen (Chief Eurozone 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: 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: 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: Much more food disinflation ahead.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.
Miguel Chanco (Chief EM Asia Economist)Global
Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
