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)
Philippine inflation still comfortably below the BSP’s range
- Thai household debt has shrunk for the first time in over 20 years, but its ratio to GDP is still very high…
- …Consumer NPLs resumed their rise in Q1 after a Q4 stall; bad initial news for “You Fight, We Help”.
- Philippine inflation inched up in June; the low-CPI environment is yet to lift confidence meaningfully.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
- In one line: Post-export-front-loading clouds continue to darken.
Post-export-front-loading clouds for ASEAN continue to darken
Indonesian export growth probably will buckle again in Q3
Expect a further rise in Indonesian food inflation in the July report
- ASEAN’s manufacturing PMI deteriorated further in June, and all signs point to more near-term falls.
- Indonesian export growth is in for a rockier H2, in spite of evidence of stabilising demand from China.
- Consumer sectors were to blame for India’s poor May IP; that’s a double whammy for the economy.
- In one line: Consumer-facing industries are buckling.
- In one line: Consumer-facing industries are buckling.
- In one line: Headline absurdity continues.
- Retail sales growth in Thailand is still at an absurdly-high double-digit rate; ignoring the rosy headlines…
- …The monthly consumption index remains weak, and fading confidence points to more downside.
- Consumption looks set to continue rising, though, as wages recover alongside productivity.
