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21st Oct 2024 17:22GlobalWeekly Monitor

  • US - Households’ liquid assets can’t alone sustain rapid spending growth
  • EUROZONE - ECB doves won this month, but easing will be gradual from here
  • UK - Budget will be stimulatory, despite large tax increases
  • CHINA+ - China still likely to approve further targeted fiscal support
  • EM ASIA - BoT’s long overdue cut is here; a December move is touch-and-go
  • LATAM - Brazil faces slowdown amid inflation, drought and capex challenges

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Keywords for: 23 October 2024 Global Monitor

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