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)

EM Asia Datanote: Retail Sales, Thailand, July

  • In one line: A collapse long in the making; still some way to go before growth falls back down to earth.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 September 2025

Real import demand in the Philippines has had a bleak Q3, so far

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 September 2025

Thai front-running to the US is now reversing

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 September 2025

A soft-ish end to Q3, but Indian momentum is still largely improving

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, August

  • In one line: Driven almost exclusively by a V-shaped bounce in coal output.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank Indonesia Decision, September 2025

  • In one line: Third time (un)lucky.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision, September 2025

  • In one line: Third time (un)lucky.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, August

  • In one line: Distorted by technicalities; real import demand remains healthy-ish.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, August

  • In one line: Caused mainly by more moderate primary articles deflation; still tepid, overall.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 September 2025

A robust start to Q3 for Indonesian retail sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 September 2025

A quiet start to Q3, but Philippine sales are still sliding

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 September 2025

Philippine inflation has finally bottomed out

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, August

  • In one line: Hit by a descent into outright food deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Manufacturing PMI, ASEAN, August

  • In one line: A more confident uptick, with tariff clouds receding.
Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, August

  • In one line: Surprisingly soft all around.
Miguel Chanco (Chief EM Asia Economist)Global
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Keywords for: Publications

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