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.

Datanotes Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Bank of Thailand Decision, June 2026

  • In one line: A much more comfortable hold.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision, June 2026

  • In one line: A much more comfortable hold.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 June 2026

India's June PMIs show immediate relief on prices post-MoU, not so much for activity
Singapore's inflation shock seems to have already faded

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, May 2026

  • In one line: Hit mainly by refined oil products, but overall momentum is sagging.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, June 2026

  • In one line: An insurance hike, on top of last week's off-cycle insurance hike.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank Indonesia Decision, June 2026

  • In one line: An insurance hike, on top of last week's off-cycle insurance hike.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision, June 2026

  • In one line: Still anxious about inflation, in spite of recent positive developments.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, June 2026

  • In one line: Still anxious about inflation, in spite of recent positive developments.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May 2026

  • In one line: Demand from the Middle East continues to normalise; oil boost to imports will eventually correct.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May 2026

  • In one line: June should mark the peak before a precipitous collapse in H2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 June 2026

War hit to Indonesian retail sales is here, and we've likely not seen the worst of it

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 June 2026

Still no signs of fragility in the bullet train that is Vietnamese trade
Real sales growth continues to track softer in Q2
Small inflation uptick, but still uncomfortably above the SBV's ceiling

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Trade, Indonesia, April 2026

  • In one line: Commodity-price boost to two-way trade is finally here.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, May 2026

  • In one line: Food drives the initial bounce-back.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, May 2026

  • In one line: Manufacturing is finally starting to stabilise.
Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 2 June 2026

ASEAN manufacturing is finally starting to stabilise
Food drives the initial bounce-back in Indonesian inflation
Commodity-price boost to Indonesian two-way trade is finally here

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Industrial Production, India, April 2026

  • In one line: A welcome bounce, as war risks continue to recede.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Industrial Production, India, April 2026

  • In one line: A welcome bounce, as war risks continue to recede.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence