Pantheon Macroeconomics

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5th Feb 2024 20:37Global, Weekly Monitor

  • U.S. - Whatever the truth about January jobs, the outlook for spring is weaker
  • EUROZONE- Presenting the EZ bond market in 2024, assuming a soft landing 
  • U.K.- Multiple rate cuts this year signalled, but not as many as investors expect
  • CHINA+ - Korea trade en route to a healthy recovery on strong WDA growth
  • EM ASIA - Philippines’ consensus-beating Q4 benefited hugely from soft cushions
  • LATAM - Central banks embrace policy normalisation, but with some caveats

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Keywords for: 7 February 2024 Global Monitor

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