Pantheon Macroeconomics

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  • US - Indicators of consumers’ spending are starting to flash amber
  • EUROZONE - The ECB keeps rates steady as inflation and GDP look resilient
  • UK - MPC preview: holding Bank Rate steady but signalling cuts
  • CHINA+ - Xi-Trump meet-up: temporary trade truce tilted in China’s favour
  • EM ASIA - Taiwan’s GDP growth still strong, but we think it’s finally peaked
  • LATAM - BCCh holds rates as political noise grows; Mexico’s GDP falls in Q3

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Keywords for: 5 November 2025 Global Monitor

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