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)

11 November 2025 Emerging Asia Monitor Taiwan's exports smash records, but how long can this continue?

  • Taiwan’s exports hit a record $61.8B in October, up 49.7% yearly, driven by surging AI and US demand.
  • Investors are more uneasy as Big Tech firms ramp up AI-related capex, shifting to debt financing…
  • …A correction in tech valuations could ensue, which would culminate in a fall in Taiwan’s exports.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, October 2025

  • In one line: Export growth continues to shock to the upside.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, October 2025

  • In one line: Probably the boost from the autumn moon festival.
Meekita Gupta (Asia Economist)Emerging Asia

Global Datanote: Bank Negara Malaysia Decision, October 2025

  • In one line: Resilience to US tariffs, give no reason to cut rates.
Meekita Gupta (Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision, November 2025

  • In one line: Resilience to US tariffs, give no reason to cut rates.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: GDP, Taiwan, Q3 2025

  • In one line: Softer, but still beating expectations.
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