La probable baja se efectuaría en la segunda encuesta del mes de Febrero, a pesar de que la inflación esta presionada por el alza del dólar y su efecto en los combustibles.
Sin embargo los operadores estiman que la inflación esta controlada ??? y por lo tanto el énfasis estaría en apalancar la recuperación económica ante un escenario mundial difícil.
Veremos si la política de bajas de tasas es efectiva para mantener el crecimiento o terminará agotando la credibilidad del Central y disparando el IPC.
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En el contexto actual, el Banco Central cree que es más importante impulsar el crecimiento económico, ya que la economía global está atravesando un período difícil. Sin embargo, es importante que el Banco Central sea cuidadoso al bajar las tasas de interés, ya que no quiere que la inflación se salga de control.
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Solo el tiempo dirá si la política de bajas de tasas es efectiva. Si la inflación se reduce en el mediano plazo, entonces la decisión del Banco Central de Filipinas será acertada. Sin embargo, si la inflación se dispara, entonces el Banco Central podría perder credibilidad y la economía podría sufrir.
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