Pantheon Macroeconomics

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31st Jul 2025 20:24Emerging AsiaWeekly Monitor

  • ASEAN’s manufacturing PMI returned to the black in July, just, for the first time since “Liberation Day ”…
  • …But leading indicators remain bleak; the US’s ‘final’ tariffs are at least broadly a win for EM Asia.
  • The Monetary Authority of Singapore paused and set a high bar for more easing in the short run.

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Keywords for: 4 August 2025 Emerging

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