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)

PANTHEON EM ASIA DATA WRAP 29 November 2023

Vietnam’s export recovery remains intact, heading into 2024
The contradictory headline rates aside, retail sales growth is clearly regaining momentum
No power price pop to see in November CPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 27 November 2023

ASEAN is carrying the nascent recovery in Thai exports on its back

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank Indonesia Decision

  • In one line: Probably already regretting the October hike.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 20 November 2023

A massive, but perverse, net trade boost saves Thai Q3 GDP from a complete car crash
Export growth in Malaysia jumps even, as it remains flat in nominal terms 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

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