Pantheon Macroeconomics

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  • India’s inflation gauges softened yet again in September, with food prices still largely sliding…
  • …Housing inflation popped out of nowhere, but the fundamentals don’t support persistently big gains.
  • We have cut our 2025 and 2026 CPI forecasts further, to 2.2% and 3.8%, respectively.

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Keywords for: 15 October 2025 Emerging Asia Monitor

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