Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
bank of thailand decision
- In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.
- In one line: Another no-move meeting, with optimism building.
- In one line: No rate cut needed.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: The theatre of the absurd is back.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.
- In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- In one line: A collapse long in the making; still some way to go before growth falls back down to earth.
- In one line: Third time (un)lucky.
- In one line: Hit by a descent into outright food deflation.
- In one line: Ignore the June bounce; consumption is still very much slowing.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
