Pantheon Macroeconomics

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  • Taiwan’s Q1 GDP growth reached new heights, at 13.7%, smashing all expectations...
  • …Consumption has been stronger than expected since Q4, but we think this is a false flag.
  • We still expect GDP growth to moderate in 2026, due to the Iran war and high base effects.

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Keywords for: 1 May 2026 Emerging Asia Monitor

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