Pantheon Macroeconomics

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2nd Jun 2026 17:21Emerging AsiaDaily Monitor
  • The underlying strength in Vietnamese exports looks set to persist into the third quarter, at least…
  • …But the monthly data at large suggest strongly that GDP growth, in reality, will likely cool in Q2.
  • The fuel-price U-turn has yet to show in CPI; we’ve cut our 2026 call to 4.9% but raised 2027 to 3.6%.

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Keywords for: 4 June 2026 Emerging Asia Monitor

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