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29th Jan 2024 20:39Global, Weekly Monitor

  • U.S. - Inflation is tamed, and that matters more to the Fed than strong growth
  • EUROZONE- GDP data support a dovish shift from the ECB; Spanish CPI not so much
  • U.K.- MPC likely to split the difference with the market
  • CHINA+ - China’s RRR cut is about accommodating fiscal stimulus
  • EM ASIA - Reassuring early Q1 PMIs in India
  • LATAM - A busy but relatively straightforward week for LatAm central banks

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Keywords for: 31 January 2024 Global Monitor

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