Pantheon Macroeconomics

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26th May 2026 04:55Emerging AsiaDaily Monitor
  • Indian factories are hurting more from the war, but the worst of the bleeding in exports looks done…
  • …Oil products will eventually respond to the price signal; Russian imports are a stop-gap for crude.
  • We’ve raised our 2026 CPI call to a still-dovish 3.9% after correcting an error in our food-price tracker.

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