Pantheon Macroeconomics

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  • The RBI’s meeting on Wednesday is ‘live’, and we’re with the minority for a fresh 25bp rate cut.
  • Indonesia’s final 2026 budget—that is, Mr. Purbaya’s first—reveals his less hawkish hand…
  • …We’re more convinced now that the deficit will hit the 3%-of-GDP limit in 2026, given the rosy targets.

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Keywords for: 29 September 2025 Emerging Asia Monitor

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