Pantheon Macroeconomics

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  • US - Soft February jobs to imply Fed will ease again midyear, despite Iran war
  • EUROZONE - Markets now look for an ECB hike this year, but we doubt it
  • UK - Energy prices could stop the MPC cutting more than once this year
  • CHINA+ - Low Tokyo headline inflation allows BoJ to take its time on rate moves
  • EM ASIA - India’s new GDP more stable and carries greater credibility
  • LATAM - Brazil’s inflation still benign as seasonal hits distort February print

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Keywords for: 4 March 2026 Global Monitor

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