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, December 2025

In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 January 2026

India showing no care to the US-led geopolitical noise

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank Indonesia Decision, January 2026

In one line: The BI rate won’t go anywhere this year.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Core IP, India, December

In one line: Just about enough to salvage Q4.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, December 2025

In one line: Their latest slip aside, exports to the US are seeing some consolidation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 January 2026

More confirmation that food price pressures are coming back in India

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 January 2026

Recovering sales growth in Indonesia hiding big holes under the surface

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 January 2026

Reviving food inflation should soon return Thai CPI to the black

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, December 2025

In one line: Brace for a Q1 spike in headline inflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, November 2025

In one line: Slump in export growth should soon bottom-out.

Miguel Chanco (Chief EM Asia Economist)Global

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia