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13th Nov 2025 19:06USWeekly Monitor
  • Retailers usually pass on the bulk of any cost increases to consumers, but bank most of any savings.
  • Retailers won’t cut prices only to hike them again if the White House reimposes tariffs via other routes.
  • The AI stock sell-off is small so far, but a deeper rout would have a tangible impact on GDP growth.

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Keywords for: 17 November 2025 US Monitor

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