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.

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Datanotes Miguel Chanco (Chief EM Asia Economist)

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

Global Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Headline absurdity continues.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 27 June 2025

A bump in the road for the uptrend in real Philippine import demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Thailand Decision

  • In one line: Pausing, for now.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Pausing, for now.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 June 2025

A strong finish to India’s Q2, if June's flash PMIs hold

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, May

  • In one line: Hit by free-falling electricity production.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank Indonesia Decision

  • In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 June 2025

Export front-running in Thai exports is still going strong

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 13 June 2025

March pop in Indonesian sales evaporates completely, as expected

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
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