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25th Aug 2025 17:22GlobalWeekly Monitor

  • US - We think a September easing will be the first of many
  • EUROZONE - Germany is balancing on the edge of recession and recovery
  • UK - Week in review: August rate cut looks increasingly like a mistake
  • CHINA+ - Japan’s inflation elevated, with no easy cure for rice-price headache
  • EM ASIA - BI’s urgency to cut faster since July in context; expect at least one more
  • LATAM - Our LATAM team is on leave this week, publication will resume on Sep 2nd

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Keywords for: 27 August 2025 Global Monitor

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