Pantheon Macroeconomics

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18th Mar 2025 17:14Emerging AsiaDaily Monitor

  • Bank Indonesia left the BI rate at 5.75% for a second meeting, against our minority rate-cut call.
  • We still expect 100bp in total easing this year; the consensus on 2025 inflation remains way too high.
  • The equity sell-off will add more urgency to cuts, as it’s deep enough to have real implications for capex.

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Keywords for: 20 March 2025 Emerging Asia Monitor

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