Pantheon Macroeconomics

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  • Taiwan’s export growth finally moderated in April, to 39%; adverse base effects have kicked in…
  • …Q2 will also be plague d by the supply-side constraints that are showing up in the PMIs.
  • BNM held the OPR at 2.75%; the Bank has little reason to panic when core inflation remains benign.

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Keywords for: 11 May 2026 Emerging Asia Monitor

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