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)
- Bank Indonesia remained on hold yesterday, a position we expect to continue for all of 2026…
- …Worries over BI’s independence seem overblown; note its sovereign debt holding is no longer rising.
- Core IP in India firmed up more in December, but Q4 on the whole, and the details are uninspiring.
- Conservatives within Vietnam’s ruling party look to be reasserting themselves ahead of the Congress…
- …The big U-turn on the annual credit quota suggests to us that 2026 will see one rate hike.
- Thailand’s opposition PP looks poised to win in February, but acute political uncertainty will linger.
- Food deflation in India is receding quickly, pushing headline inflation up further, to 1.3% in December…
- …We’ve raised our 2026 average forecast to 4.1%, but underlying inflation remains very benign.
- Indonesian retail sales growth has hit a 20-month high, despite the big holes in discretionary goods.
- The Philippines’ hot December CPI was no surprise to us; we still expect a February BSP rate cut.
- Thai deflation eased as much as expected in December, but core disappointed to the downside.
- Taiwanese CPI inched up in December, but we think it will trend down further this year.
- GDP growth in Vietnam surprised massively to the upside in Q4, rising to 8.4% from 8.1% in Q3…
- …But we still expect to see a sustained moderation this year; our revised 2026 forecast is 7.5%.
- Export momentum has almost vanished, FDI is rolling over, and wage growth is softening.
