Pantheon Macroeconomics

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  • BI is becoming more certain that the Fed will hike, pointing to one more rate rise, though we disagree.
  • The BSP’s higher CPI forecasts are bemusing, but it’s now rightly mulling an end to tightening.
  • The CBC holds, as expected, while also still seeing 2026 average CPI staying below the key 2% mark.

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Keywords for: 19 June 2026 Emerging Asia Monitor

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