Pantheon Macroeconomics

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  • US - Does 2025 consumption data support the K-shaped narrative?
  • EUROZONE - EZ February PMIs keep alive the idea of a modest cyclical upturn
  • UK - March rate cut highly likely after jobless rate hits 5 year high
  • CHINA+ - Momentum but no boom in the Year of the Horse
  • EM ASIA - Has the sun set on Taiwan’s non-electronics industries?
  • LATAM - Mexico activity stabilises after Q4 rebound, but risks loom in 2026

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Keywords for: 25 February 2026 Global Monitor

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