Pantheon Macroeconomics

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3rd Jul 2025 15:31Emerging AsiaWeekly Monitor

  • Thai household debt has shrunk for the first time in over 20 years, but its ratio to GDP is still very high…
  • …Consumer NPLs resumed their rise in Q1 after a Q4 stall; bad initial news for “You Fight, We Help”.
  • Philippine inflation inched up in June; the low-CPI environment is yet to lift confidence meaningfully.

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Keywords for: 7 July 2025 Emerging Asia

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