Pantheon Macroeconomics

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19th Aug 2025 09:57Emerging AsiaDaily Monitor

  • Bank Indonesia surprised again this month by lowering the BI rate by a further 25bp to 5.00%…
  • …We reiterate our 4.75% end-2025 call; the recent food CPI pop is skin-deep and the core is fading.
  • Malaysian exports surprised everyone by expanding in July, after two months of contraction.

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Keywords for: 21 August 2025 Emerging Asia Monitor

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