Pantheon Macroeconomics

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1st Aug 2023 11:13Emerging Asia, Daily Monitor

  • We still expect the BoT to hit pause today, despite the widespread consensus for another 25bp hike...
  • ...Inflation has improved markedly since the MPC last met, and tourism spending is faltering.
  • Indonesian inflation fell further in July, and we have lowered our 2024 forecast to 2.0%, from 2.7%.

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Keywords for: 2 August 2023 Emerging Asia Monitor

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