Pantheon Macroeconomics

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4th Dec 2025 20:36Emerging AsiaWeekly Monitor
  • The RBI resumed easing, cutting by a further 25bp, but we still believe this was its last reduction…
  • …The MPC’s tone was more neutral, and the mean reversion up in CPI in 2026 will lower real rate s.
  • Philippine inflation missed to the downside in November, adding weight to our dovish BSP call.

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Keywords for: 8 December 2025 Emerging Asia Monitor

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