Pantheon Macroeconomics

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19th Feb 2026 18:44Emerging AsiaWeekly Monitor
  • Taiwan’s trade deal with the US has led to some strange upgrades to 2026 GDP among analysts...
  • …We think the trade deal will make little difference; key AI exports were never constrained.
  • Traditional industries would be unable to cushion the blow if AI demand were to suffer a pull-back.

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Keywords for: 23 February 2026 Emerging Asia Monitor

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