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  • US - What’s at stake if the AI boom turns to bust?
  • EUROZONE - We’re lifting our Q3 GDP growth forecast for France
  • UK - GDP likely unchanged in August as industrial output drags on growth
  • CHINA+ - Renewed US-China trade tensions highlight fragility of their relations
  • EM ASIA - A rude, if long overdue, awakening for the BSP’s talk of a “sweet spot”
  • LATAM - BraMex inflation: diverging paths, same cautious central banks

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Keywords for: 15 October 2025 Global Monitor

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