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.
Daily Monitor Miguel Chanco (Chief EM Asia Economist)
- CPI inflation in India fell to an historic low in October, at 0.3%, as food deflation deepened…
- …Our daily food-price tracker compels us to lower our 2025 and 2026 forecasts to 2.1% and 3.3%.
- The mean-reversion up in core inflation vanishes completely if we strip out the lift from gold prices.
- Indonesian retail sales remain soft, particularly discretionary items, with BI cuts yet to be felt at all…
- …Confidence revived suddenly in October on job hopes, but faster income growth remains far away.
- Numerous ‘sales’ days in Malaysia boosted retail in September; e-commerce is altering the landscape.
- Vietnamese exports disappointed in October, but the payback from US front-loading isn’t one-way.
- BNM held rates as the economy remains resilient to US tariffs; the new trade deal will enhance this.
- Taiwan’s inflation ticked up in October, probably lifted by mid-autumn festival spending.
- GDP growth in Indonesia slipped minimally in Q3, to 5.0% from 5.1% in Q2, in line with our forecast…
- …The main cause of the dip was softer private local demand; the Q2 pop in equipment capex is fading.
- Private consumption is facing more headwinds, with real wage growth falling back into the red.
- India’s real GST collection growth in October was flat, at best, showing no post-cut pop in spending.
- Recovering Chinese demand is helping to keep Indonesian export growth lofty, but big risks linger.
- We have raised our 2026 inflation forecast for Indonesia to 3.1%, in light of the firm October reads.
