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30th Jun 2025 17:51GlobalWeekly Monitor

  • US - Expect soft June payrolls, and yet another set of downward revisions
  • EUROZONE - June’s EZ inflation rise will more than reverse in July and August
  • UK - Payroll data have gone haywire; job growth is likely improving
  • CHINA+ - BoJ to sit tight as stagflation risk rears its ugly head
  • EM ASIA - Hoping we’re not jinxing it…we rescind our call for SBV cuts in 2025
  • LATAM - Banxico signals slower data-driven easing, as inflation risks persist

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Keywords for: 2 July 2025 Global Monitor

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