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)

10 February 2026 Emerging Asia Monitor Taiwan's export growth reaches the highest print since the 1970s

  • Taiwan’s exports soared by 69.9% in January, with AI demand still overwhelming supply…
  • ...though base effects, Lunar New Year distortion and less front-loading point to cooling ahead.
  • AI demand could soften near term, due to lack of data centre readiness and delayed deployment.
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

3 February 2026 Emerging Asia Monitor Taiwan Q4 GDP hits a 21st-century high; our call was spot on

  • Taiwan’s Q4 GDP growth surged to a blockbuster 12.7%, above the unjustifiable 8.8% consensus...
  • …Exports did the heavy lifting, though even we were taken aback by the rebound in consumption.
  • The MAS held policy steady; we see little need for tightening with imported inflation still non-existent.
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