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.

Meekita Gupta (Asia Economist)

22 December 2025 Emerging Asia Monitor CBC holds rates, with economic growth poised to be best globally

  • Taiwan’s CBC held rates steady last week; strong growth has removed the need for easing…
  • …Still, growth is increasingly precarious, with exports—and GDP—heavily reliant on the AI boom.
  • The silver lining is the CBC can now save a rate cut for when a genuine shock materialises.
Meekita Gupta (Asia Economist)Emerging Asia

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

  • In one line: No rate cut needed.
Meekita Gupta (Asia Economist)Global

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

  • In one line: No rate cut needed.
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 December 2025

Malaysian retail sales are pretty static, again.

Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, November 2025

  • In one line: Export growth remains eye-wateringly high.
Meekita Gupta (Asia Economist)Emerging Asia

10 December 2025 Emerging Asia Monitor Taiwan's export growth hits 56%; is millennium-high GDP growth next?

  • Taiwan’s exports exploded by 56% in November, far above expectations, driven by AI server demand…
  • …We are now upgrading our Q4 GDP growth forecast to 12.0%, the highest this millennium.
  • Philippine sales volumes continue to slump; only so much borrowing and remittances can do.
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