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11th Aug 2025 17:33GlobalWeekly Monitor

  • US - Pass-through from the tariffs slows, but is not complete yet
  • EUROZONE - What can a New Keynesian Phillips curve say about EZ inflation?
  • UK - The MPC are cautious, we expect no more rate cuts this year
  • CHINA+ - Chinese exporters less willing to absorb higher tariffs in their margin
  • EM ASIA - Philippines’ market-beating Q2 GDP doesn’t stand up to scrutiny
  • LATAM - Banxico slows pace of easing as core inflation pressures persist

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Keywords for: 13 August 2025 Global Monitor

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