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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessPeru Central Bank Analyst Views – Jan 2022
- **BBVA: The BCRP changed the forward guidance component, signaling further hikes. BBVA expect the Central Bank to continue hiking, putting the reference rate at its neutral level in the second quarter.
- **Goldman Sachs: The forward guidance paragraph now deems it “convenient to continue with the normalization of monetary policy in the coming months”. GS see these changes as a clear signal that additional near-term rate hikes are likely given the current and expected inflation dynamics.
- - In their assessment, the low ex-ante real policy rate level (still negative), the recurrent inflation surprises, deteriorating short- and medium-term inflation and PEN expectations, heightened political and policy uncertainty, and broad risk management considerations warrant additional rate hikes and a frontloaded monetary policy normalization path to at least a neutral policy stance.
- **JPMorgan: The wording changes within the statement convey a more hawkish stance, in their view. JPM now expect the policy rate to reach 5% by 2Q22, driving the ex-ante real rates 80bp higher than the 2015-18 average level.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.