Philippines: Another CPI Downside Surprise in December
Another CPI downside surprise largely due to hefty disinflation in CPI food and transport coupled with easing core inflation. Seasonally adjusted...
699 Views
Philippines: Time to Mull over the Risks of the 'twin Deficit' Syndrome
We remain upbeat on 2019 growth prospects (6.5%-6.6%) amid fading inflation risk. However, we don’t see a return to the ‘sweet spot’ with the...
708 Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
814 Views
Philippine Monetary Policy: Relief from No Rate Hike
In yesterday's Monetary Board (MB) meeting (December 13), policymakers decided to maintain the policy rate at 4.75%. Receding price pressures on...
530 Views
Philippine November CPI: Inflation's Inflection Point to the Downside Shows Up
November CPI data did not disappoint in delivering inflation’s inflection point. As such, inflation’s downward trajectory next year has been...
412 Views