Pantheon Macroeconomics

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5th Oct 2023 18:14Emerging Asia, Weekly Monitor

  • The RBI remains on hold, and its CPI forecasts still suggest no prospect of a rate cut in early 2024…
  • …But the MPC looks to be underestimating the speed of disinflation from Q1; the oil jolt is no threat.
  • Philippine consumption looks to have turned a corner in Q3, but at the cost of the savings rebuild.

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Keywords for: 9 October 2023 Emerging Asia Monitor

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