Pantheon Macroeconomics

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4th Jun 2025 16:56Emerging AsiaDaily Monitor

  • Taiwan’s CPI moderated sharply to 1.6% in May, due to food, transport and “Liberation Day”.
  • Philippine CPI fell to a 5.5-year low in May, but this should be the nadir, as food CPI will soon creep up.
  • Indonesia’s U-turn on electricity discounts has compelled us to raise our 2025 CPI call to 1.8%.

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Keywords for: 6 June 2025 Emerging Asia Monitor

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