Pantheon Macroeconomics

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10th Jun 2026 17:01Emerging AsiaDaily Monitor
  • BI shocked with an off-cycle 25bp hike this week, likely removing the need for another one next week.
  • Its Fed and C/A views are overly bearish, while the foreign equity rout may be just a one-off adjustment.
  • Retail sales growth crashed into the red in April, somewhat unfairly, but the worst is still to come.

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Keywords for: 12 June 2026 Emerging Asia Monitor

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