Pantheon Macroeconomics

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  • Thailand’s new co-payment stimulus starts today; we’ve nudged up our 2026 GDP call, to 2.3%…
  • …The job market’s revival is a genuine tailwind, though its current form suggests some fragility.
  • Philippines’ trade deficit ballooned unexpectedly in April, with commodity prices flattering imports.

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Keywords for: 1 June 2026 Emerging Asia Monitor

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