26 June 2026 Emerging Asia Monitor AI bubble pop would hit Taiwanese consumers harder than Iran war

Taiwan’s retail trade has been hit less hard by the oil shock; the AI bubble bursting would be much worse.
The BoT is rightly becoming more at ease with inflation, but its forecasts are still too pessimistic…
…We’ve raised our 2026-to-27 current account forecasts to -1.5% and 0.0% given the oil-price drop.

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