Pantheon Macroeconomics

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21st Jan 2025 11:32GlobalWeekly Monitor

  • US - Core inflation still likely to be lower by year-end in most tariff scenarios
  • EUROZONE - The outlook for EZ inflation in Q1; a hot headline, but a soft core?
  • UK - Ignore the December inflation drop; it’s still heading above 3% in April
  • CHINA+ - China’s stimulus policies worked in Q4, but recovery won’t be easy
  • EM ASIA - BI shrugs off IDR slump and starts 2025 with shock cut; a good move
  • LATAM - Will headwinds from a protectionist US hurt the Mexican economy?

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Keywords for: 22 January 2025 Global Monitor

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