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.

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Datanotes Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 23 February 2026

An undoubtedly hot start to the year for two-way trade in Thailand

EM Asia Datanote: Trade, India, January 2026

  • In one line: Blame another random spike in gold imports; purchases from Russia are tanking.

PANTHEON EM ASIA DATA WRAP 16 February 2026

Thailand’s stronger-than-expected Q4 GDP has the interim government to thank
A sudden pop in ‘upstream core’ inflation in India to start the year

Global Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

EM Asia Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

PANTHEON EM ASIA DATA WRAP 10 February 2026

Indonesian retail sales took a—likely temporary—breather at the end of 2025
Price effects flatter Malaysian retail sales growth in December

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

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