Pantheon Macroeconomics

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  • April CPI releases from ASEAN have so far mostly surprised to the upside, barring Indonesia…
  • …We’ve raised our 2026 calls for the Philippines and Vietnam to well over 5.0%, but the oil hit is fading.
  • Indonesian authorities will now likely be compelled to raise subsidised fuel prices by 5%, at least.

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Keywords for: 7 May 2026 Emerging Asia Monitor

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