Pantheon Macroeconomics

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27th Feb 2024 19:05Global, Weekly Monitor

  • U.S. - Q: Where is the AI boom in the GDP numbers? A: Fast approaching
  • EUROZONE- Inflation to wobble around Easter; PMI implies recovery still coming 
  • U.K.- £20B package of tax cuts coming, despite fragile public finances
  • CHINA+ - BoK edging towards a rate cut; Q3 still most likely timing
  • EM ASIA - Chickens have come home to roost in Thai GDP; what an abysmal Q4
  • LATAM - Banxico to act on further evidence of Mexico’s slowdown and disinflation

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Keywords for: 28 February 2024 Global Monitor

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