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Demand from AI is driving growth, but El Niño and geopolitical conflict present headwinds

BSP says there is enough room to raise rates further this year and support consumption and investment

A resilient labor market dampened expectations for further easing from the US Fed.

It will be a difficult year across the globe.

Analysts may not have expected a much lower inflation. Still, there are signs of second-round effects and weak demand.

Geopolitical conflict continues to weigh on demand

It will be a difficult year across the globe.

Weak economic growth in the first quarter confirms our “slowflation” story

Slow economic growth and high inflation may compel the central bank to deliver one more rate cut this year.