Pantheon Macroeconomics

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7th Mar 2023 16:30Global, Weekly Monitor

  • U.S. - Don’t Fall for Claims that the Economy is not Responding to the Fed 
  • EUROZONE - The Italian and EZ Recessions are Still On the Table
  • U.K. - Rate Hike Bets are Overdone, Given the Near-Term Outlook for Inflation 
  • CHINA+ - Strong Initial Chinese Rebound Obviates Need for Big Stimulus
  • EM ASIA - Don’t be Fooled by the Trivial Miss of India’s Q4 GDP; Demand Vanished
  • LATAM - Brazil’s Q4 GDP Confirms that Rate Cuts are Coming, if Lula Shuts Up

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Keywords for: 8 Mar 2023 Global Monitor

economy, ez, gdp, q4, q4 gdp, rate cuts, rate hike, recessions, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence