Pantheon Macroeconomics

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7th Oct 2025 10:30Emerging AsiaDaily Monitor
  • The BoT surprised the widespread consensus yesterday by holding the policy rate at 1.50%.
  • The export U-turn is here, and the MPC sounds too nonchalant over domestic demand and inflation…
  • …We reiterate our 1.00% terminal rate forecast, implying 25bp cuts in December and in Q1.

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Keywords for: 9 October 2025 Emerging Asia Monitor

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