Pantheon Macroeconomics

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  • Taiwan’s CBC held rates steady last week; strong growth has removed the need for easing…
  • …Still, growth is increasingly precarious, with exports—and GDP—heavily reliant on the AI boom.
  • The silver lining is the CBC can now save a rate cut for when a genuine shock materialises.

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Keywords for: 22 December 2025 Emerging Asia Monitor

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