Pantheon Macroeconomics

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  • Thai customs exports easily beat expectations in December, with growth returning to double digits…
  • …Soaring US demand is getting more help from the DM world, while shipments elsewhere are lagging.
  • On balance, it looks like net trade will hit Q4 GDP hard, especially with imports bouncing strongly.

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Keywords for: 27 January 2026 Emerging Asia Monitor

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