Pantheon Macroeconomics

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17th Jun 2025 16:37Emerging AsiaDaily Monitor

  • Thai export growth soared to a fresh multi-year high in May, as the front-loading broadened in scope…
  • …But short-term leading indicators are still weakening, further clouding the H2 payback story.
  • Bank Indonesia went back to a pause after its April cut, but we expect 75bp in further easing in H2.

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Keywords for: 19 June 2025 Emerging Asia Monitor

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