Pantheon Macroeconomics

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5th Mar 2025 09:39Emerging AsiaDaily Monitor

  • Vietnam’s first trade deficit since mid-2022 was due partly to Tet noise, masking a spike in US exports…
  • …Payback will eventually follow the front-loading of US demand; FDI is feeling the tariff uncertainty.
  • The soft February CPI should be all the BSP needs to resume rate cuts at its next meeting in April.

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Keywords for: 7 March 2025 Emerging Asia Monitor

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