Pantheon Macroeconomics

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29th Jun 2022 00:30Global, Weekly Monitor

  • U.S. - Soaring Rates Threaten Capex, but they Tell Only Part of the Story
  • EUROZONE - Are Bond Markets Moving from Inflation to Growth Fears? 
  • U.K. - Core CPI inflation has Peaked and will Fall Rapidly in Early 2023
  • CHINA+ - Yen Weakness will Keep Inflation Above Target; the BoJ Won’t Care
  • EM ASIA - Currency Chaos won’t Push EM Asia to Faster or Bigger Rate Hikes
  • LATAM - Banxico Delivers a Record 75bp Rate Hike, and More is in the Pipeline

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Keywords for: GL 29 June 2022

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