Deutsche Bank 长篇：EM Macro and Strategy Focus [推广有奖]

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zhou_yl 发表于 2017-9-18 22:00:32 |AI写论文

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Deutsche Bank 9 月 15 日英文长篇，22页。
　　Economics Focus：We see steady policy across EM Asia amid mixed inflation and trade reports.In EMEA，the SARB is likely to cut rates for a second time，despite a moderate uptick in inflation for August，while NBH cuts the limit on 3m deposits.Turkey’s CB kept all its interest rates unchanged on Thursday–no change in sight.In LatAm，the BCB signalled smaller cuts in line with our 7.0% terminal rate–we doubt the inflation report will challenge this view.In Peru，we see the latest cut ending the cycle on the economy’s strong upturn.