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  • US - The labor market is too weak to embed the Iran war inflation shock
  • EUROZONE - EZ inflation will hit 3% soon, prompting two hikes by the ECB
  • UK - Forecast review: lower growth, higher inflation, MPC on hold
  • CHINA+ - China’s elderly-care insurance reform will lift GDP, but only slowly
  • EM ASIA - INR’s ‘record’ fall in context; more a threat to Q2 growth than inflation
  • LATAM - Banxico resumes easing, but rising risks sharply limit further cuts

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Keywords for: 1 April 2026 Global Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence