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9th Sep 2024 17:55GlobalWeekly Monitor

  • US - Weak job gains require rapid easing, but the Fed isn’t sensing the urgency
  • EUROZONE - All set for a second 25bp rate cut from the ECB on Thursday
  • UK - More short-term borrowing, only partially offset by tax hikes
  • CHINA+ - Insipid core consumer inflation confirms sorry demand picture
  • EM ASIA - BNM likely to enjoy a ‘Goldilocks’ moment, with a pause until 2025
  • LATAM - Inflation moderates in Mexico, but political uncertainty looms large

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Keywords for: 11 September 2024 Global Monitor

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