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)

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 April 2025

Underneath the surface; a weak close to a robust Q1 for Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

April 2025- Emerging Asia Chartbook

FACTORY ASIA—EX-CHINA—IS DOWN, BUT NOT OUT

  • …MORE CUTS TO COME FROM THE RBI AND THE BSP
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 May 2025 Emerging Asia Monitor Tariffs spook the BoT to cut again, and lower its GDP outlook markedly

  • The BoT enacted a second straight 25bp rate cut, to 1.75%, in the wake of the US’s tariff aggression…
  • …We think it has left the door open to, but also set the bar high for, extra cuts; for now, we see no more.
  • Our final GDP forecast for Q1 sees only a minor slip in headline growth to 2.9%, from 3.2% in 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