Pantheon Macroeconomics

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23rd Aug 2023 20:16Emerging Asia, Daily Monitor

  • Bank Indonesia yesterday left its 7-day reverse repo rate at 5.75%, as near-universally expected.
  • We continue to believe that slowing inflation will open the door to modest cuts from December.
  • The apparent strength in private consumption in the GDP data is dubious; our charts show why.

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Keywords for: 25 August 2023 Emerging Asia Monitor

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