Policy Rate Updates (September 21, 2023)
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Economic Updates (September 15, 2023)
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Consensus Pricing – September 12, 2023
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Reports & Downloads
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Policy Rate Updates (September 21, 2023)
There is still an upward bias in our forecast for the country’s policy rates as inflation risks remain elevated.
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Economic Updates (September 15, 2023)
With the uptick in inflation in August, we have revised our inflation forecasts for 2023.
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Consensus Pricing – September 12, 2023
Here is our list as of September 12, 2023.
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Elevator up, stairway down
Given the potential for a higher for longer rates environment, we continue to remain tactical on 5 to 20-year peso government securities as yields may fall much later than originally anticipated.
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August 2023 Inflation steered upward
Four commodity groups recorded lower year-on-year inflation, five (5) posted faster inflation, and four recorded stable inflation.
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Economic Updates (August 18, 2023)
We have revised our GDP growth and inflation forecasts lower for 2023 on account of the latest economic data.
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