| Country,GDP Growth (%),Inflation (%),Unemployment (%),Govt Debt (% GDP),10Y Yield (%),2Y-10Y Spread (bps),Policy Rate (%),FX (vs USD),Current Account (% GDP),FX Reserves (USD B),ETF Inflows (USD B recent 12–18m ballpark),Central Bank Decision,Tariffs/News | |
| US,2.3,2.7,4.4,125,4.20,-50,3.50-3.75,97.69,-3.3,275,150.0,"Fed on hold after 2025 cuts; tariffs keep inflation above 2%",Broad Trump tariffs (avg ~17%) maintained; scope for further sector moves debated | |
| China,4.7,1.0,5.0,85,2.40,20,3.00,6.93,2.3,3570,13.0,"PBOC keeps LPRs steady; mild easing via targeted tools","Large export surplus; EU–EV framework softens tariffs, US tariffs broadly extended" | |
| Eurozone,1.2,1.9,6.4,88.5,3.20,-10,2.15,1.18,2.8,1150,25.0,"ECB deposit rate unchanged at 2.15%; inflation slightly below target","US–EU tariff tensions continue but focus on narrower, reciprocal measures" | |
| Japan,1.0,2.0,2.6,235,2.25,25,0.75,157.22,4.0,1240,5.0,"BoJ holds at 0.75%; outlook sees near-2% inflation with wage support","Tariff risk mostly via global supply chains; enjoys US carve-outs in key sectors" | |
| Canada,1.5,2.1,6.3,109,3.40,-40,2.25,1.37,-1.0,110,12.0,"BoC holds at 2.25%; growth modest, inflation near 2%","USMCA strains and US tariff threats on metals/autos linger" | |
| S-Korea,2.1,2.0,2.6,47.5,3.55,0,2.50,1464.0,2.5,416,8.5,"BoK neutral at 2.50%; emphasises FX stability after easing","US tariffs up to 25% on some Korean goods; trade talks volatile" |