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Update 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, recent 12–18m, ballpark),Central Bank Decision,Tariffs/News
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- 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"
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- 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"
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- 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"
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- 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"
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- 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"
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- 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"
 
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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 recent 12–18m ballpark),Central Bank Decision,Tariffs/News
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+ US,2.25,2.5,4.5,125,4.26,-50,3.50-3.75,97.69,-3.25,275,148.9,"Fed holds at 3.50-3.75%; growth solid, inflation elevated","Tariffs expanded: 10% China, 25% semis, avg 17%"
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+ China,4.75,0.9,5.0,85,2.4,20,3.00,"6.93",2.25,3570,12.9,"PBOC steady LPRs; CNY appreciating gradually","Export surplus resilient; EU EV price deal, US tariffs hold"
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+ Eurozone,1.2,1.9,6.4,88.5,3.21,-10,2.15,1.181,2.75,1150,24.9,"ECB at 2.15%; below-target inflation","US-EU tariffs now targeted, not broad 25%"
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+ Japan,1.15,2.6,2.6,235,2.25,25,0.75,"157.2",4.0,1240,5.0,"BoJ holds 0.75%; 2% inflation sustainable","US-Japan tariff carve-outs on semis/autos"
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+ Canada,1.6,2.15,6.25,109,3.41,-40,2.25,"1.367",-1.0,110,11.6,"BoC holds 2.25%; US tariff risks","USMCA tensions; metals/autos tariff threats"
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+ S-Korea,2.1,2.0,2.6,47.5,3.55,0,2.50,"1464",2.5,416,8.2,"BoK neutral; prioritizes FX stability","US tariffs hit 25% on Korean products"