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20th Nov 2023 19:52Global, Weekly Monitor

  • U.S. - The Pre-conditions for 2% Inflation are Mostly in Place
  • EUROZONE- The EZ inflation data remain consistent with a March cut,to us 
  • U.K. - CPI Inflation Falling Quickly Enough for the MPC to Start Easing in Q2 
  • CHINA+ - China’s Property Developers Continue to Flounder
  • EM ASIA - Collapse in Imports Saves Thai Q3 GDP from Complete Disaster 
  • LATAM - Milei’s Victory Presages Radical Change in Argentina; Will It Be Good?

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Keywords for: 22 November 2023 Global Monitor

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