Pantheon Macroeconomics

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4th Nov 2024 18:50GlobalWeekly Monitor

  • US - The Fed would have to react to Trump’s trade tariffs this time
  • EUROZONE - A Trump win would push EURUSD down, and yields up, on the day 
  • UK - Ms. Reeves torches Governor Bailey’s plans for rapid rate cuts
  • CHINA+ - China’s PMIs point to stimulus gradually gaining purchase
  • EM ASIA - The soft patch in ASEAN manufacturing continues
  • LATAM - Mexico’s economy thriving in Q3, but outlook depends on US election

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Keywords for: 6 November 2024 Global Monitor

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