Pantheon Macroeconomics

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5th Feb 2024 20:25Emerging Asia, Daily Monitor

  • Philippine inflation is now below the mid-point of the BSP’s target range, bolstering our Q2 cut call.
  • The Bank of Thailand will stand pat today, but the MPC’s pessimistic CPI views no longer hold water.
  • We’re still waiting on the new weights for Indonesian CPI, but we continue to expect cuts to start in Q2.

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Keywords for: 7 February 2024 Emerging Asia Monitor

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