Pantheon Macroeconomics

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24th Mar 2026 08:50Emerging AsiaDaily Monitor
  • Thailand’s customs trade deficit in February was a big miss, but this has been deteriorating for a while.
  • The oil-price spike will likely see a current account deficit of -1.5% this year, after +3.1% in 2025.
  • The BoT won’t mind if the THB falls further though, as it rightly has been more worried about strength.

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Keywords for: 26 March 2026 Emerging Asia Monitor

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