Economy

Views on the local and global economy that can inform your investment decisions
FEATURED ARTICLES
Economy 6 MIN READ

Why the BSP isn’t likely to match the US Fed

Will the BSP take cues from the Fed’s decisions, or will it take a different direction?

By EA Aguirre, Ina Calabio, and Anna Isabelle “Bea” Lejano June 9, 2023
Economy
Makati-CBD
0 MIN READ
Inflation Update: Inflation to go down further in 2024

May 2023 saw a drop in both headline and core inflation, confirming a downward trajectory for inflation moving forward. As a result, Metrobank adjusted its 2024 inflation forecast to reflect this encouraging trend.

June 6, 2023
bangko-sentral-ng-pilipinas-aa-1
2 MIN READ
Our call: 6.1% inflation print for May 2023 

The country’s Inflation continues to cool down. We may see the benchmark interest rate kept stable in the BSP’s next monetary board meeting.

June 5, 2023
PH-Cityscape
5 MIN READ
Is the next crisis waiting to happen in the commercial real estate sector?

There are estimates that around USD 1.5 trillion of commercial real estate debt in the US is maturing over the next three years. Investors are worried, but we think it’s manageable.

May 24, 2023
rice
3 MIN READ
Caution: Watch out for El Niño

Inflation has been going down. Dry spells and droughts, however, are seen looming in some areas of the Philippines due to El Niño in the 3rd quarter. Could this mean higher prices of goods down the road?

May 22, 2023
skyline-makati
3 MIN READ
Who should drive the transition to renewable energy sources?

With governments worldwide unable to agree to concerted action to avoid reaching a 1.5-degree climate change threshold, it is investments from private entities that are giving some level of hope.

May 22, 2023
bangko-sentral-pilipinas-bsp-aa-4
2 MIN READ
After policy rate pause, a potential cut by year-end

The central bank has put the brakes on policy rate hikes. If the downward trajectory of inflation holds, a cut is not far behind.

May 18, 2023
bsp-bldg-aa-thumb
1 MIN READ
On policy rates: Time for a pause 

Inflation has been slowing down in the past two months. We believe the central bank may have finally reached peak tightening.

May 17, 2023
economy-ss-2
4 MIN READ
1st quarter GDP growth exceeds expectations 

Economic growth is picking up, but challenges still remain because of elevated inflation, high interest rates, and a looming El Niño.

May 12, 2023
lifetyle-ss-7
3 MIN READ
Is revenge travel over? 

With high inflation and high interest rates, many worry that travel would take a back seat. However, the numbers tell otherwise, and global travel remains strong.

May 10, 2023
inflation-aa-1
5 MIN READ
April 2023 inflation: Substantial easing of prices 

Inflation is on its way down, sans supply shocks and other risk events. We have revised our forecasts and articulated our outlook in our report.

May 5, 2023