Pantheon Macroeconomics

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16th Sep 2025 11:17Emerging AsiaDaily Monitor
  • Bank Indonesia shocked the consensus—yet again—with a third straight 25bp BI rate cut.
  • Indian export growth barely moved in August, masking a bigger nosedive in shipments to the US.
  • Talks with Washington have resumed amid a drop in India’s oil imports; lower tariffs in Q4 still possible.

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Keywords for: 18 September 2025 Emerging Asia Monitor

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