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23rd Jun 2025 17:23GlobalWeekly Monitor

  • US - Consumption looks vulnerable to the looming real-income shock
  • EUROZONE - SNB shies away from negative rates for now; EZ PMI holds steady
  • UK - Week in review: an August cut to Bank Rate looking more likely
  • CHINA+ - Japanese auto exports bear the brunt of US tariff hikes
  • EM ASIA - BSP, rightly unfazed by oil prices, leaves door open to two more cuts
  • LATAM - COPOM surprises with a final hike and signals a prolonged pause

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Keywords for: 25 June 2025 Global Monitor

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