Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

Moorthy Krshnan (Senior Asia Economist)

PANTHEON EM ASIA DATA WRAP 5 June 2024

Tough start to Q2 for Singaporean consumption
No breach of the BSP’s inflation target range to see here

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

28 May 2024 Emerging Asia Monitor Singapore's core inflation will turn much stickier for the rest of 2024

  • Singapore’s headline and core inflation both appear to be stabilising, but unfortunately at a high rate...
  • ...above the MAS’ comfort level, implying that any loosening of policy would be in Q4, at the earliest.
  • Malaysian headline inflation is likely to rise from now on, averaging slightly over 2% for the year.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 May 2024

Malaysian inflation comes in at 1.8% for a third consecutive month

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 May 2024

Improvement in Singaporean export growth down to base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

20 May 2024 Emerging Asia Monitor Singapore's export recovery looking increasingly anaemic

  • Base effects flattered Singaporean NODX growth in April, while real production is disappointing.
  • The long-running slide in urban unemployment in India appears finally to have stalled in Q1.
  • Remittances growth in the Philippines remains subpar; momentum is waning and the peso lift will fade.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

13 May 2024 Emerging Asia Monitor For Taiwanese exports, all eggs are increasingly in just one basket

  • Taiwan’s export recover y is increasingly dependent on a continuation of US investment in AI.
  • BNM is now likely to be on hold for the rest of 2024, as planned subsidy cuts bring upside risks to CPI.
  • Falling real wage growth in Malaysia should soon star t dragging noticeably on retail sales growth.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Making peace with the Fed’s higher-for-longer stance.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Making peace with the Fed’s higher-for-longer stance.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, April

  • In one line: Export recovery still on track, despite weaker headlines.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, April

  • In one line: Food disinflation offsets impact from electricity tariff rise.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

1 May 2024 Emerging Asia Monitor Taiwan's Q1 GDP as good as it'll likely get in 2024

  • Taiwan’s consensus-beating Q1 GDP print was driven by a strong recovery in net trade…
  • …But less friendly base effects and still-soft export volumes point to growth slowing from Q2.
  • All told, we have raised our 2024 GDP growth forecast to 3.7%, from 3.4%, after Q1’s hot print.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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