Pantheon Macroeconomics

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9th Apr 2024 19:38Emerging Asia, Daily Monitor

  • The BoT yesterday sprang no surprise, keeping its policy rate at 2.50% in another five-to-two split…
  • …But its latest forecasts and rhetoric betray waning confidence; we continue to see the first cut in June.
  • Taiwanese export growth rebounded strongly in March; watch the boom in AI-related shipments.

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Keywords for: 11 April 2024 Emerging Asia Monitor

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