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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Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 3 February 2025

Not the best of starts to 2025 for ASEAN manufacturing
A huge, albeit temporary, CPI gift from Indonesia’s new government

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, December

  • In one line: A respectable Q4 comeback, to close out 2024.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, November

  • In one line: Support from cash stimulus starting to surface, if you squint.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

3 February 2025 Emerging Asia Monitor Why we're sticking our neck out again for Indonesia's Q4 GDP report

  • We reckon Indonesian GDP growth fell ‘sharply’ to 4.7% in Q4, especially with payback due in stocks.
  • Thailand’s full consumption data for Q4 show the first handout in September provided no real boost.
  • The complete details of Vietnam’s hot Q4 GDP show that it was driven very narrowly by education.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 January 2025

Stable Q4 headline hides renewed deterioration in Philippine private consumption

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