Pantheon Macroeconomics

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7th Jul 2025 17:42Emerging AsiaDaily Monitor

  • Another month of exports above 30% in Taiwan, as they fail to moderate despite our expectation.
  • This will be good news for Q2 GDP year-over-year, which is highly correlated with exports.
  • Food and housing costs are finally down consistently, helping to keep inflation below 2%.

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Keywords for: 9 July 2025 Emerging Asia Monitor

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