Pantheon Macroeconomics

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3rd Jun 2024 17:42GlobalWeekly Monitor

  • US - Core PCE numbers are improving, but more progress needed for rate cuts
  • EUROZONE - All set for a hawkish first 25bp rate cut by the ECB this week
  • UK - Forecast review: Persistence means patience for the MPC
  • CHINA+ - US tariffs on “new trio” to have limited impact on Chinese exports
  • EM ASIA - The devil’s in the details of India’s consensus-beating Q1 GDP print
  • LATAM - Landslide victory in Mexico gives MORENA strong political capital

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Keywords for: 5 June 2024 Global Monitor

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