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18th Sep 2025 20:25USWeekly Monitor
  • Financial conditions have improved for large firms; the bond refinancing headwind has almost gone...
  • ...But the option value of waiting for more information is high; the federal policy outlook is uncertain.
  • Small businesses still face tight credit conditions; FDI is costlier; and profits are now being squeezed.

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Keywords for: 22 September 2025 US Monitor

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