Pantheon Macroeconomics

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6th Dec 2023 20:24Emerging AsiaDaily Monitor

  • Thailand’s brief spell of CPI deflation should end in January, despite November’s downside surprise.
  • We still believe average inflation will fall sharply in 2024, even if power tariffs shoot up next month.
  • Sales growth in the Philippines kicked off Q4 poorly, but the nascent and fragile recovery remains intact.

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Keywords for: 8 December 2023 Emerging Asia Monitor

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