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)

PANTHEON EM ASIA DATA WRAP 6 February 2026

The RBI’s likely long pause is here
Don’t buy Vietnam’s Tet-distorted January trade headlines
A more than decent start to 2026 for retail sales in Vietnam
Huge healthcare hike in January last year drops out of Vietnamese inflation
Nascent signs of a recovery in Philippine sales

PANTHEON EM ASIA DATA WRAP 5 February 2026

Indonesia’s dream of 6% for 2026 could become reality
Thai deflation now looks set to stick around until mid-year
Philippine inflation is back in the BSP’s range; still expecting a February cut

PANTHEON EM ASIA DATA WRAP 2 February 2026

Sturdy manufacturing momentum in ASEAN is holding up
Two-way trade in Indonesia ends 2025 on a solid note
A deceptively soft January headline CPI print in Indonesia

EM Asia Datanote: Retail Sales, Thailand, November 2025

  • In one line: Returning to earth, again; other, more credible data show a decent Q4.

PANTHEON EM ASIA DATA WRAP 29 January 2026

Anti-graft drive drags Philippine growth down to weakest in nearly 15 years

Global Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.

EM Asia Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.

PANTHEON EM ASIA DATA WRAP 27 January 2026

Sagging Philippine imports—masked by base effects—is the real story

EM Asia Datanote: Customs Trade, Thailand, December 2025

  • In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.

EM Asia Datanote: Trade, India, December 2025

  • In one line: Their latest slip aside, exports to the US are seeing some consolidation.

PANTHEON EM ASIA DATA WRAP 14 January 2026

More confirmation that food price pressures are coming back in India

PANTHEON EM ASIA DATA WRAP 12 January 2026

Recovering sales growth in Indonesia hiding big holes under the surface

PANTHEON EM ASIA DATA WRAP 7 January 2026

Reviving food inflation should soon return Thai CPI to the black

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence