Pantheon Macroeconomics

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  • Taiwan's retail sales growth finally rebounded, to +0.4% in August, after months of constant falls.
  • This was supported by a milder drop in auto sales, which could recover if a US trade deal is agreed.
  • All told, still-weak consumption reflects flat wages,a soft property market and slumping tourism.

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Keywords for: 26 September 2025 Emerging Asia Monitor

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