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 January 2026

GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving

PANTHEON EM ASIA DATA WRAP 5 January 2026

The H2 surge in ASEAN manufacturing ends on a soft note
Slump in Indonesian export growth should soon bottom-out
Brace for a Q1 spike in headline inflation in Indonesia

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.

EM Asia Datanote: Trade, India, November 2025

  • In one line: Historic leap in gold imports in October unwinds dramatically.

PANTHEON EM ASIA DATA WRAP 15 December 2025

Upstream food price pressures in India are reviving more noticeably

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

EM Asia Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.

PANTHEON EM ASIA DATA WRAP 11 December 2025

BSP easing “nearing its end”, but we still see a terminal rate of 4.25%

PANTHEON EM ASIA DATA WRAP 9 December 2025

Negative sales readings in the Philippines are imminent, at this rate

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.

PANTHEON EM ASIA DATA WRAP 5 December 2025

RBI not buying 8%-plus growth either, but taking the chance before CPI mean-reverts
Already-low food inflation in the Philippines continues to backslide

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Keywords for: Publications

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