Emerging Markets: January 2025 India CPI YoY Forecast Review

In our January 2025 YoY CPI forecast, we projected inflation at 4.57%, slightly above the realized 4.3%, yet outperforming consensus (4.71%)—even with our estimate released a full week ahead of the official print.The primary driver of disinflation in January was the...
DeepSeek, objectives and constraints

DeepSeek, objectives and constraints

When a new burger joint opens up, there’s often a buzz. Everyone (well, at least me) wants to try the new burger. Is it as good as it looks on Instagram? Or is it just style over substance, and simply an overpriced fast food place? This week, in the world of AI,...