We continue to see the US Fed cutting rates in September, with a total of 75 basis points for the year.
Tensions between Iran and Israel may have subsided. However, any escalation could drive oil prices higher, especially when shipping routes such as the Strait of Hormuz are disrupted.
April 30, 2024We have retained our forecasts for 2024 as the trend for inflation looks inauspicious.
April 23, 2024Inflation remains to be a problem. With the central bank predicting a possible rate cut in the fourth quarter of this year, a re-evaluation of our rate cut estimates may be necessary.
April 8, 2024Prices of food and non-alcoholic beverages continue to be the biggest sources and contributors to the country’s inflation.
April 5, 2024Nudging inflation down to an acceptable level through the US Fed’s policy rates can take a year or two. Watching the key components of inflation can help hone forecasts.
April 3, 2024We see a downward bias at the Philippine Stock Exchange amid the shortened trading week.
March 25, 2024Metrobank Research continue to see decent demand for fixed income and dollar corporate credit, particularly long-term bonds.
March 25, 2024A gradual recovery in government spending and lower imports suggest continuing tailwinds to the local economy, which may also be affected by El Niño and emerging geopolitical conflicts.
March 19, 2024Legislators and workers think an across-the-board wage hike will mean a better standard of living for Filipino families. Economists and business groups think otherwise.
March 13, 2024