Pantheon Macroeconomics

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3rd Feb 2025 09:34Emerging AsiaDaily Monitor

  • The PMIs show that regional manufacturing is still largely waning; watch for potential US front-loading.
  • Indonesia’s shockingly low January CPI was policy-induced and will reverse; it masked a jump in food.
  • Fiscal policy in India will stay contractionary, but the government riskily is hoping for a pain-free FY26.

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Keywords for: 4 February 2025 Emerging Asia Monitor

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