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)
- India’s ‘strong’ Q2 GDP, at 7.8%, was in large part down to a big, positive swing from discrepancies.
- The data for Q3 so far point to another 7.0% print, at least; we now see full-year GDP growth at this pace.
- We’ve cut our 2026 GDP growth forecast markedly, to 6.0%, taking into account the likely US tariff hit.
- In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
- In one line: Ignore the June bounce; consumption is still very much slowing.
Very mixed start to Philippine two-way trade at the start of Q3
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
BI—RIGHTLY—ISN’T BUYING THE ‘STRONG’ Q2 GDP
- …TAIWAN’S EXPORT OUTPERFORMANCE HAS STAYING POWER
- The BSP eased policy further yesterday, by 25bp, cutting the TRR rate to 5.00%, as widely expected…
- …But its rhetoric was much less dovish; Governor Remolona now thinks the rate is in the “sweet spot”.
- We continue to see one more cut, but this is unlikely to come until December, after the Q3 GDP report.
