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.
Please use the filters on the right to search for a specific date or topic.
Miguel Chanco (Chief EM Asia Economist)
- India’s real GST collection growth in October was flat, at best, showing no post-cut pop in spending.
- Recovering Chinese demand is helping to keep Indonesian export growth lofty, but big risks linger.
- We have raised our 2026 inflation forecast for Indonesia to 3.1%, in light of the firm October reads.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: A deceptively quiet end to Q3 for trade.
A deceptively quiet end to Q3 for Indonesian trade
Raising our 2026 average inflation forecast to just over 3%
- In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.
- Taiwan’s GDP growth for Q3 b eat expectations, though it moderated slightly to 7.6% from 8.0%.
- Demand for AI hardware remains solid, but supply-side factors give no indication of strong growth…
- …Still, the AI boom could also be accelerating productivity gains and capital- deepening.
