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)

17 November 2023 Emerging Asia Monitor BSP's Stubborn Hawkishness to Be Tested Soon

  • The BSP held its target reverse repo rate at 6.50% yesterday, following October’s out-of-cycle hike...
  • ...Its hawkish blind spot fails to recognise that policy will tighten markedly in 2024 even if it stays on hold.
  • Two-way trade growth in Indonesia continued to recover in October, but the devil is in the detail.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

16 November 2023 Emerging Asia Monitor Don't Sound the Alarm for India's Record Trade Deficit in October

  • India’s trade deficit plunged to an historic low of -$31.5B in October, due partly to painful seasonals.
  • Negative oil effects will soon reverse, and we welcome the October bounce in non-oil imports.
  • Upstream price pressures remain benign, making soon-to-be-sticky CPI inflation easier to swallow.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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