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Update MACRO_TABLE.csv

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  1. MACRO_TABLE.csv +6 -6
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  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),Central Bank Decision,Tariffs/News
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- US,3.8 (Q2 ann.),2.7,4.6,124,4.14,68,3.75,—,-3.9,38,1300 (YTD),Fed holds at 3.75%; further cuts expected.,"Trump tariffs tracker: Reduced rates for EU, Japan, South Korea; ongoing talks with Canada, China truce extended."
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- China,4.8 (Q3 YoY),0.7,5.1,88.3,1.83,48,3.00,7.03,2.2,3346,8.7 (recent),PBOC holds at 3%; stimulus ongoing.,US-China tariff exclusions extended to Nov 2026; truce in effect.
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- EU (euro),1.4 (Q3 YoY),2.1,6.4,87.1,2.38,73 (Germany),2.15,1.17,2.7,111,355 (YTD approx.),ECB holds at 2.15%; possible cut in Jan 2026.,Tariffs capped at 10-20%; new EU-US framework.
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- Japan,-0.6 (Q3 QoQ),2.9,2.6,237,2.02,94,0.75,158,4.7,1359,2.21 (YTD),BOJ raised to 0.75% in Dec; next hike possible.,Reduced US tariffs effective Sept 2025; most exports 0-5%.
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- Canada,0.6 (Q3 QoQ),2.2,6.5,111,3.47,82,2.25,1.38,-1.0,128,35.41 (YTD),BoC holds at 2.25%; at neutral.,35% tariffs increased from 25%; formal talks in Jan 2026.
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- S-Korea,1.3 (Q3 QoQ),2.4,2.7,46.8,3.33,49,2.50,1476,5.3,431,,BOK holds at 2.5%; pause through H1 2026.,Best-in-class US tariff treatment (max 10%); effective Nov 2025.
 
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  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),Central Bank Decision,Tariffs/News
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+ US,4.3 (Q3 YoY),2.7,4.6,124,4.14,68,3.75,—,-3.9,38,1400 (YTD),Fed holds at 3.75%; further cuts expected in 2026.,Trump administration imposes new tariffs on Nicaragua; ongoing reciprocal tariffs with various partners.
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+ China,1.1 (Q3 QoQ),0.7,5.1,88.3,1.79,51,3.00,7.01,2.2,3346,1.2 (recent),PBOC holds at 3%; accommodative policy continues.,US-China tariff exclusions extended; trade truce in effect.
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+ EU (euro),0.3 (Q3 QoQ),2.1,6.4,87.1,3.30,75,2.15,1.18,2.7,111,337 (YTD),ECB holds at 2.15%; possible cut in Jan 2026.,EU imposes tariffs on Chinese EVs; new steel rules.
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+ Japan,-0.6 (Q3 QoQ),2.9,2.6,237,2.05,95,0.75,156,4.7,1359,2.21 (YTD),BOJ holds at 0.75%; conditions for next hike maturing.,Japan demands tariff relief; auto tariffs reduced.
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+ Canada,0.6 (Q3 QoQ),2.2,6.5,111,3.42,-79,2.25,1.37,-1.0,128,83 (YTD),BoC holds at 2.25%; at neutral rate.,New steel tariff measures; ongoing US trade talks.
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+ S-Korea,1.3 (Q3 QoQ),2.4,2.7,46.8,3.34,53,2.50,1447,5.3,431,17 (H1),BOK holds at 2.5%; easing cycle paused.,US confirms 15% tariff rate on South Korean goods.