Pantheon Macroeconomics

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  • US - Labor market risks mean the FOMC will hint at further easing to come
  • EUROZONE - Resilience in EZ PMIs, but growth expectations are now higher too
  • UK - Payrolls look implausibly weak, vacancies are stable
  • CHINA+ - BoJ resists market pressure to hike rates, ahead of snap election
  • EM ASIA - Expect a quiet year for BI rate action; independence worries overblown
  • LATAM - Mexico’s headline inflation under control, but core still sticky

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Keywords for: 28 January 2026 Global Monitor

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