Pantheon Macroeconomics

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30th Nov 2023 19:42Emerging Asia, Weekly Monitor

  • The respite for ASEAN manufacturing in November won’t last long, with demand still deteriorating…
  • …Export-oriented countries continue to cause the most misery; supply-side issues are re-emerging.
    We no longer expect BI to start cutting this month, following the upside surprise in
  • November CPI.

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Keywords for: 4 December 2023 Emerging Asia Monitor

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