Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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.

Datanotes Meekita Gupta (Asia Economist)

PANTHEON EM ASIA DATA WRAP 12 March 2026

Brace for a potential inflation hit to Malaysian retail sales growth this year

Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, February

  • In one line: AI server growth moderating.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Lunar New Year distortions.
Meekita Gupta (Asia Economist)Emerging Asia

Global Datanote: Bank Negara Malaysia Decision, March 2026

In one line: Members hold rates, but seem spooked by the Middle East crisis.

Meekita Gupta (Asia Economist)Global

EM Asia Datanote: Retail Sales, Taiwan, January 2026

  • In one line: Spending on big items is failing to recover.  
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision, March 2026

  • In one line: Members hold rates, but seem spooked by the Middle East crisis. 
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 March 2026

Don’t read too much into the Lunar New Year noise in Singapore’s January sales
Returning food inflation drives Philippine inflation up higher; BSP target still safe

Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, January 2026

  • In one line: Export growth surge never seems to stop.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.
Meekita Gupta (Asia Economist)Emerging Asia
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Keywords for: Publications

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