Pantheon Macroeconomics

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25th Sep 2023 19:27Global, Weekly Monitor

  • U.S. - The Fed’s Higher-for-Longer Dots are More of a Threat than a Promise
  • EUROZONE- EZ on Track for a Q3 Fall; All is Not as It Seems in the PMIs
  • U.K. - Weak PMIs Might Simply be Due Erroneous Seasonal Adjustment 
  • CHINA+ - BoJ Governor Ueda Indicates No Change to Policy Framework
  • EM ASIA - A Technical Recession Will Test the BSP’s “No Cuts” in Q4 Stance 
  • LATAM - Will the COPOM Maintain the 50bp Pace of Rate Cuts in Q1?

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Keywords for: 27 September 2023 Global Monitor

consumer, economy, forecasts, inflation, q1, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence