Pantheon Macroeconomics

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18th Mar 2024 17:40Global, Weekly Monitor

  • U.S. - The wall between the Fed and the private sector is gone; rates now hurt
  • EUROZONE - How resilient is the consensus position on the ECB?
  • U.K. - No trigger for change by the MPC; rate cuts still a few months away
  • CHINA+ - China’s credit data point to a dull economy; policy uplift yet to come
  • EM ASIA - Raising our 2024 CPI forecast for India, and delaying the first RBI cut
  • LATAM - Chile’s recovery to continue, along with robust external accounts

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Keywords for: 20 March 2024 Global Monitor

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