Pantheon Macroeconomics

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14th Aug 2024 11:39Emerging AsiaDaily Monitor

  • The BSP started easing policy yesterday; we now expect much larger 50bp cuts from December.
  • The ousting of Thai PM Srettha will weigh further on the capex recovery and silence some MPC hawks.
  • Indonesia’s July trade data were very mixed; don’t read much into the upside and downside surprises.

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Keywords for: 16 August 2024 Emerging Asia Monitor

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