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.

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Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 4 December 2024

Continued food disinflation in Thailand mutes the headline’s November uptick

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

3 December 2024 Emerging Asia Monitor ASEAN manufacturing largely losing steam in the run-up to 2025

  • The manufacturing PMI for ASEAN ticked up to 50.8 in November, but its downtrend remains intact.
  • More softness is in store heading into 2025; activity is uneven, and forward-looking gauges are falling.
  • Indonesian inflation fell further in November to a 40-month low, opening the door more to rate cuts.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, November

  • In one line: Moving closer to the lower bound of BI’s target range; S/T stability coming.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, November

  • In one line: A narrow and likely short-lived uptick.

Miguel Chanco (Chief EM Asia Economist)Global

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

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Keywords for: Publications

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