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)

EM Asia Datanote: Core IP, India, August

  • In one line: Driven almost exclusively by a V-shaped bounce in coal output.

EM Asia Datanote: Trade, India, August

  • In one line: Distorted by technicalities; real import demand remains healthy-ish.

EM Asia Datanote: WPI, India, August

  • In one line: Caused mainly by more moderate primary articles deflation; still tepid, overall.

Global Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.

EM Asia Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.

EM Asia Datanote: CPI, Thailand, August

  • In one line: Hit by a descent into outright food deflation.

Global Datanote: Manufacturing PMI, ASEAN, August

  • In one line: A more confident uptick, with tariff clouds receding.

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

Global Datanote: Trade, Indonesia, July

  • In one line: Still-robust export growth is driving the trade surplus to its highest in years.

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August

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Keywords for: Publications

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