Pantheon Macroeconomics

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24th Jun 2024 17:54GlobalWeekly Monitor

  • US - Trebling of shipping costs likely to add 0.04pp at most to core PCE inflation
  • EUROZONE - EZ PMIs stumbled at the end of Q2; will they pick up again in Q3?
  • UK - The MPC is itching to cut, so two rate reductions this year are likely
  • CHINA+ - Japan’s stagflation conundrum; service sector at risk of stagnation
  • EM ASIA - A reprieve for Singapore’s long-suffering semiconductor sector
  • LATAM - Mexican economy falters amid challenges and uncertainty

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Keywords for: 25 June 2024 Global Monitor

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