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)

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

Global Datanote: Manufacturing PMI, ASEAN, December 2025

In one line: H2 surge in manufacturing ends on a soft note.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, December 2025

In one line: Look for a change in strategy—to RRR cuts—next year.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision, December 2025

In one line: Look for a change in strategy—to RRR cuts—next year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Thailand Decision, December 2025

In one line: Expect a quick follow-up cut in February.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision, December 2025

In one line: Expect a quick follow-up cut in February.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 December 2025

An anticlimactic end for India’s PMIs to 2025

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, November 2025

In one line: Historic leap in gold imports in October unwinds dramatically.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 December 2025

Upstream food price pressures in India are reviving more noticeably

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, India, November 2025

In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, November 2025

In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 11 December 2025

BSP easing “nearing its end”, but we still see a terminal rate of 4.25%

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 December 2025

A clear, but fragile, recovery in Indonesian sales growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 December 2025

Negative sales readings in the Philippines are imminent, at this rate

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Reserve Bank of India Decision, December 2025

In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 5 December 2025

RBI not buying 8%-plus growth either, but taking the chance before CPI mean-reverts
Already-low food inflation in the Philippines continues to backslide

Miguel Chanco (Chief EM Asia Economist)Emerging Asia