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2nd Dec 2025 22:01GlobalWeekly Monitor
  • US - Why are tariff revenues falling short of everyone’s projections?
  • EUROZONE - Swiss and Italian GDP recovering; their fortunes will diverge in 2026
  • UK - Delayed fiscal tightening gives the MPC little reason to cut rates more
  • CHINA+ - China’s consumption promotion plan flatters to deceive
  • EM ASIA - Egg on our faces for India’s Q3, but the detail is with us
  • LATAM - Inflation eases further; Copom likely to cut rates in January

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Keywords for: 3 December 2025 Global Monitor BoJ to focus on wages and markets, not inflation.

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