Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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)

Global Datanote: CPI, Indonesia, January

  • In one line: Yet another reassuring below-consensus drop in core.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, January

  • In one line: An encouraging, but most likely temporary, bounce.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 1 February 2024

An encouraging, but most likely temporary, bounce in ASEAN manufacturing
Yet another reassuring below-consensus drop in Indonesian core inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, November

  • In one line: Still-lofty growth remains very exposed to a further slowdown.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 31 January 2024

The Philippines' slowdown resumes, but less dramatically than expected

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 January 2024

Ignore the Tet noise, two-way trade started 2024 poorly
Retail sales had an abysmal January, too, leaving aside the rose-tinted headline
Headline stickiness is masking a persistent decline in core inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 January 2024

A welcome two-sided improvement, but Thai net trade should hit Q4 GDP
Don’t be fooled by the apparent recovery in Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, December

  • In one line: Can’t rely on favourable oil price effects going forward.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Trade, Indonesia, December

  • In one line: Exports are improving, but demand still isn’t firing on all fronts.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 15 January 2024

Indonesian exports are improving, but demand still isn’t firing on all fronts
Plenty of reassuring details from India’s December WPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 January 2024

Indonesian sales growth is barely keeping its head above water
A welcome widening of the Philippines’ trade deficit in November

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 January 2024

The fledgling U-turn in Philippine sales is already losing steam

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 January 2024

India’s PMIs for Q4, overall, point to sub-6% GDP growth
Singaporean consumer demand looks subdued, despite the November jump in sales growth
Deflation in Thailand deepens, but December should be the low
Philippine inflation returns to the target range, finally

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, December

  • In one line: The H2 rise in food inflation is finally over.

Miguel Chanco (Chief EM Asia Economist)Global

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