Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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)

Global 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)Global

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
  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence