Pantheon Macroeconomics

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25th Feb 2025 10:46Emerging AsiaDaily Monitor

  • The BoT surprised this month, resuming its easing with a 25bp cut, against the consensus for a hold…
  • …We expect one—final—cut in Q2, as rising GDP growth and inflation should shortly reverse course.
  • Taiwanese retail sales growth jumped in January, but the underlying story remains weak.

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Keywords for: 27 February 2025 Emerging Asia Monitor

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