Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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)

PANTHEON EM ASIA DATA WRAP 2 December 2024

A narrow and likely short-lived uptick in ASEAN’s PMI for November
Inflation moves closer to the lower bound of BI’s target range; S/T stability coming

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, October

  • In one line: A modest acceleration, and one that was flattered by Diwali calendar effects.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: GDP, India, Q3

  • In one line: We told you so.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, September

  • In one line: The boost from ‘other’ sales fades, again; no noticeable immediate lift from the first cash-handout.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

29 November 2024 Emerging Asia Monitor Taiwan's October retail sales drop appears temporary

  • Retail sales in Taiwan unexpectedly fell by 0.5% year-over-year in October…
  • …The Ministry of Economic Affairs attributes this to Typhoon Kong-rey; we see more to the story.
  • We are optimistic that sales will bounce back inNovember, as one-off headwinds reverse.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

November 2024 - Emerging Asia Chartbook

EM ASIA IS PARTICULARLY EXPOSED TO ‘TRUMP 2.0’

  • …INDONESIA AND THE PHILIPPINES DISAPPOINT IN Q3

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