Pantheon Macroeconomics

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  • US - April data to dash hopes of a labor market turnaround
  • EUROZONE - The ECB will hike in June barring a miracle in global energy markets
  • UK - A couple of hikes coming this year, but with more of a delay
  • CHINA+ - Governor Ueda’s attempt to ‘thread the needle’ leaves currency exposed
  • EM ASIA - Taiwan’s Q1 GDP growth beats all expectations, hitting 13.7%
  • LATAM - COPOM’s cautious second rate cut; Chile on hold as the oil shock hits

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Keywords for: 6 May 2026 Global Monitor

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