Pantheon Macroeconomics

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31st Jan 2023 16:18U.S., Daily Monitor

  • The Fed will hike today, but the Q4 ECI report has greatly increased the chance of a March hold.
  • Don’t expect anything remotely like a promise from Chair Powell today, but do expect talk of progress.
  • ISM manufacturing likely fell again in January, but China’s rebound signals a partial recovery soon.

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Keywords for: 1 Feb 2023 US Monitor

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