Best viewed on a device with a bigger screen...
U.S. - Too Soon for a Less-Hawkish Fed, but Expect a September Shift
EUROZONE - The EZ Economy is in a Tightening Stagflationary Vice
U.K. - June’s CPI Data Unlikely to Spur the MPC to Hike by 50bp Next Month
CHINA+- No Change or Action on theYen, Now or Next Year, from the BoJ
EM ASIA - BI Continues to Move the Policy Goalposts, but will Hike, Eventually
LATAM - Headline Inflation in Mexico will Slow in H2, Despite July’s Uptick
Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence