Update MACRO_TABLE.csv

MACRO_TABLE.csv

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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
-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.
-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.
-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.
-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.
-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.
-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.
+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,2.25,2.5,4.5,125,4.15,-50,3.625,97.8,-3.25,275,148.9,"Fed on hold after 2025 cuts; one additional cut in 2026 still priced in by some houses","Broad Trump 2.0 tariff regime keeps average US tariff near 17%; legal challenges in early 2026 create uncertainty"
+China,4.75,0.9,5.0,85,2.4,20,3.0,"7.1",2.25,3570,12.9,"PBOC on hold in Jan 2026 but signals room to ease; ongoing targeted credit support","Record export surplus, resilient manufacturing despite Trump tariffs; fentanyl-related tariffs partly reduced after Trump–Xi deal"
+Eurozone,1.2,1.9,6.4,88.5,3.2,-10,2.0,1.165,2.75,1150,24.9,"ECB on hold; inflation projected slightly below target in 2026, markets only price limited easing","EU-US trade deal under strain; Trump tariffs on EU exports (~15%) broadly still in place but partly neutralised by exemptions and adjustments"
+Japan,1.15,2.6,2.6,235,2.25,25,0.75,"152.5",4.0,1240,5.0,"BoJ kept rate unchanged in January; signalled scope for gradual further tightening as inflation stays above 2%","Policy focus on yen volatility and term-premium; no major new tariff issues directly centred on Japan, but exposed to Trump-China/EU trade frictions"
+Canada,1.6,2.15,6.25,109,3.41,-40,2.25,"1.365",-1.0,110,11.6,"BoC on hold; earlier expectations of a 2025 hike have faded as inflation undershoots","Targeted Trump tariffs on Canada (incl. fentanyl-linked measures) remain under legal review; exposure via autos, metals, energy"
+S-Korea,2.1,2.0,2.6,47.5,3.55,0,2.5,"1330",2.5,416,8.2,"BoK effectively signalling that easing cycle is over; focus shifts to FX and financial stability","Highly exposed to US–China tech and tariff tensions; Korea equity ETFs benefited from ""APAC to the future"" inflows despite trade noise"