Pantheon Macroeconomics

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  • BI surprised almost everyone with a larger-than-expected 50bp rate hike, amid the IDR’s struggles…
  • …This increase should be a one-off; pressure on the IDR will ease and the CPI target still looks secure.
  • Malaysian export growth hit 37% in April, as the AI boom further boosted electronics exports.

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Keywords for: 21 May 2026 Emerging Asia Monitor

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