Pantheon Macroeconomics

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12th Sep 2024 18:10Emerging AsiaWeekly Monitor

  • We’re keeping to our base case that the first cut from the RBI could come as soon as next month…
  • …The bounce in CPI is unlikely to be as bad as the MPC feared, with food pressures truly subsiding.
  • Headline IP growth looks stable on the surface, but momentum has clearly faded in recent months.

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Keywords for: 16 September 2024 Emerging Asia

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