Pantheon Macroeconomics

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  • BNM left the policy rate unchanged at 2.75%, as it remains confident despite US tariffs...
  • ...The Bank has seen strong orders for electronics and expects domestic demand to stay robust.
  • We’ve slashed our 2025 and 2026 CPI forecasts for Thailand to just -0.1% and 0.3%, respectively.

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Keywords for: 5 September 2025 Emerging Asia Monitor

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