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11th Feb 2025 09:48GlobalWeekly Monitor

  • US - Stabilizing jobs numbers remove the need for near-term Fed easing
  • EUROZONE - Another day, another tariff threat, this time on steel and aluminium
  • UK - Focus on hawkish forecasts rather than two votes for a 50bp cut
  • CHINA+ - China’s holiday spending is robust, but it won’t last
  • EM ASIA - Malhotra’s RBI debut was both no shock and unexpectedly reassuring
  • LATAM - Banxico accelerates easing, but US policy will influence the outlook

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Keywords for: 12 February 2025 Global Monitor

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