Pantheon Macroeconomics

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  • US - Rates unlikely to track a much lower path with Warsh at the Fed
  • EUROZONE - No change from the ECB this week amid mixed data
  • UK - GDP likely unchanged in December but activity will pick up in Q1
  • CHINA+ - How Beijing is using diplomacy to expose cracks in Western alliances
  • EM ASIA - Taiwan Q4 GDP hits a 21st-century high; our call was spot on
  • LATAM - Brazil signals March easing; Chile holds but cuts likely ahead

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Keywords for: 4 February 2026 Global Monitor

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