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12th May 2025 17:47GlobalWeekly Monitor

  • US - Inflation outlook little changed by China deal, but exports will be firmer
  • EUROZONE - The US-China trade deal is worth less than markets believe
  • UK - MPC preview: dovish shift, but not as much as the market expected
  • CHINA+ - China considering a major overhaul of its housing-market model
  • EM ASIA - Philippines’ Q1 wasn’t that bad but may be as good as it gets for 2025
  • LATAM - Brazil’s COPOM sticks to the script but signals a long pause

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Keywords for: 14 May 2025 Global Monitor

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