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 August 2025

The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 August 2025

Big investment rebound drives Indonesia’s Q2 upside surprise
July should mark the low for Philippine inflation, but short-term downside risks dominate

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, July 2025

  • In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, June 2025

In one line: Export growth is in for a weaker H2.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, July

  • In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.
Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 1 August 2025

Early US trade deals in July help ASEAN manufacturing find its feet, for now
Indonesian export growth is in for a weaker H2
Discount the base effects lifting Indonesian food inflation; the headline should now stabilise

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, May

  • In one line: A—slightly—more credible print; consumption, in reality, slowed further in Q2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Keywords for: Publications

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