Pantheon Macroeconomics

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5th Sep 2023 12:52Emerging Asia, Daily Monitor

  • The six-month spell of disinflation in the Philippines broke in August, but the BSP is unlikely to panic...
  • ...The core is still falling, the broad slowdown in food inflation has legs, and oil effects are net neutral.
  • Thailand is still staring at deflation, even though inflation rose in August for a second straight month.

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Keywords for: 6 September 2023 Emerging Asia Monitor

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