Pantheon Macroeconomics

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12th Feb 2026 12:27Emerging AsiaWeekly Monitor
  • The lower weight of food in India’s CPI basket forces us to cut our 2026 forecast to 3.3% from 4.1%.
  • BI is likely to ‘keep calm and carry on’ holding rates in spite of the JCI plunge; the bleeding has stopped.
  • The plunge to 3% GDP growth in the Philippines is effectively a hard landing that should ensure a cut.

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Keywords for: 16 February 2026

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