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)

Global Datanote: CPI, India, June

In one line: Outright food deflation is here, as predicted.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, June

In one line: Outright food deflation is here, as predicted.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, June

In one line: Modest, on-and-off deflation looks set to be the theme for H2.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 July 2025

Indonesian sales remain tepid, at best… stimulus ‘pop’ looking small

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 July 2025

Philippine sales are now effectively flat-lining

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 July 2025

A few more months of modest Thai deflation on the cards

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 July 2025

Philippine inflation still comfortably below the BSP’s range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, June

In one line: Expect a further rise in food inflation in the July report.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, May

In one line: Export growth probably will buckle again in Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, June

In one line: Post-export-front-loading clouds continue to darken.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 1 July 2025

Post-export-front-loading clouds for ASEAN continue to darken
Indonesian export growth probably will buckle again in Q3
Expect a further rise in Indonesian food inflation in the July report

Miguel Chanco (Chief EM Asia Economist)Emerging Asia