Pantheon Macroeconomics

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1st Sep 2025 12:58Emerging AsiaDaily Monitor

  • Indonesia’s trade surplus is ballooning again, forcing upgrades to our current account forecasts…
  • …But support from US front-loading will soon fade; commodity prices won’t provide much of a cushion.
  • Rapidly waning core pressure is the main story behind the soft August CPI; one BI cut still to come.

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Keywords for: 2 September 2025 Emerging Asia Monitor

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