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3rd Sep 2024 11:16GlobalWeekly Monitor

  • US - Rapid Fed easing warranted despite solid consumer momentum 
  • EUROZONE - Italian growth will improve, despite construction capex dwindling 
  • UK- UK still vulnerable to energy price shocks
  • CHINA+ - China’s aging housing stock another reason for people to save
  • EM ASIA - Rural consumption reviving, but India’s GDP slowdown isn’t over
  • LATAM - Brazil’s labour market starting to show signs of moderation

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Keywords for: 4 September 2024 Global Monitor

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