Pantheon Macroeconomics

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24th Jul 2025 17:53Emerging AsiaWeekly Monitor

  • Indonesia’s Q2 fiscal belt-tightening is reassuring in terms of policy credibility, if bad for growth,…
  • …The urgency to restrain spending should fade from Q3, with revenue growth set to recover gradually.
  • The overtly dovish Mr. Vitai has been chosen to head the BoT; we now see two 25bp rate cuts in Q4.

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Keywords for: 28 July 2025 Emerging Asia

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