亚洲周 ： 你需要知道的

The report highlights that the People's Bank of China (PBoC) is expected to cut its policy rate by 15bps, while the Bank of Indonesia (BI), Bangko Sentral ng Pilipinas (BSP), and Central Bank of the Philippines (CBC) will keep their policy rates steady. The CBC is expected to keep its policy rate unchanged through the end of 2024, while the BSP will likely keep its policy rates steady on 14 December. The report suggests that the Philippines will report relatively stable GDP growth of 5.4% in 2024, with inflation falling below the upper band of the central bank's target range. The report also mentions that the Fed's rate cuts (expected to be 225bps) would allow the BSP to lower rates aggressively in 2024, by 150bps, starting around mid-24, without seeing the peso becoming unanchored. The report concludes that the BI will likely keep its policy rate steady on 21 December.