Pantheon Macroeconomics

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  • US - FOMC too nervous about inflation to endorse the market curve
  • EUROZONE - Closer to an estimate for the Q1 2026 fall in German energy prices
  • UK - CPI preview: nudging up to 3.9% in August as food prices jump
  • CHINA+ - China’s ailing domestic demand likely to prompt targeted support
  • EM ASIA - EM Asia laggards won’t chip away at the Asian Tigers’ chip dominance
  • LATAM - Brazil economy weakens as tight policy and tariffs weigh heavily

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Keywords for: 17 September 2025 Global Monitor

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