Pantheon Macroeconomics

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  • Vietnam’s August export figures confirm that the front-loading to the US is well and truly over.
  • Our proxy GDP gauge is holding steady from Q2 at 6.8%; ‘official’ growth rate will probably be higher.
  • The household sector is still on the mend, finding greater support from the job market.

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Keywords for: 9 September 2025 Emerging Asia Monitor

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