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.

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Emerging Asia Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 1 December 2023

Only a small respite for ASEAN manufacturing in November
The mean-reversion in Indian’s manufacturing PMI remains largely intact
Adverse food price base effects in Indonesia will now unwind

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

4 December 2023 Emerging Asia Monitor Manufacturing in ASEAN Limping into the New Year

  • The respite for ASEAN manufacturing in November won’t last long, with demand still deteriorating…
  • …Export-oriented countries continue to cause the most misery; supply-side issues are re-emerging.
    We no longer expect BI to start cutting this month, following the upside surprise in
  • November CPI.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q3 GDP and October Core Production, India

  • In one line: Q3 was better than Q2, but the headline continues to be flattered absurdly by statistical discrepancies.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, September

  • In one line: Signs of life in the lead-up to Q4.

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