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: Customs Trade, Thailand, March 2026

In one line: A solid end to Q1 for two-way trade, but fundamental pressure on the THB is building.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

In one line: An insurance hike; most probably a “one and done”.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

In one line: An insurance hike; most probably a “one and done”.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 April 2026

Indian PMIs rebounding on the back of the fragile ceasefire

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank Indonesia Decision, April 2026

In one line: Another month, another hold, as global assumptions are downgraded further.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision, April 2026

In one line: Another month, another hold, as global assumptions are downgraded further.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, March 2026

In one line: Grim end to an already forgetful Q1; glaring war impact on fertiliser output.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Reserve Bank of India Decision, April 2026

In one line: Keeping calm and carrying on with a sensible pause.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 8 April 2026

RBI is keeping calm and carrying on with a sensible pause

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, March 2026

In one line: The bigger jolt will come in April.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 April 2026

Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, March 2026

In one line: A swift return to BI’s target range thanks to base effects.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, February 2026

In one line: Trade surplus and exports will soon see brighter days.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, March 2026

In one line: Iran war hits most factories hard; price shock immediate and big.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 1 April 2026

Iran war hits most ASEAN factories hard; price shock immediate and big
Indonesia’s trade surplus and exports will soon see brighter days
A swift return to BI’s target range thanks to base effects

Miguel Chanco (Chief EM Asia Economist)Emerging Asia