Pantheon Macroeconomics

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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.

Please use the filters on the right to search for a specific date or topic.

Miguel Chanco (Chief EM Asia Economist)

7 January 2026 Emerging Asia Monitor Reasons to believe Vietnam's Q4 GDP growth shock is the peak

  • GDP growth in Vietnam surprised massively to the upside in Q4, rising to 8.4% from 8.1% in Q3…
  • …But we still expect to see a sustained moderation this year; our revised 2026 forecast is 7.5%.
  • Export momentum has almost vanished, FDI is rolling over, and wage growth is softening.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Indonesia, December 2025

  • In one line: Brace for a Q1 spike in headline inflation.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, November 2025

  • In one line: Slump in export growth should soon bottom-out.
Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 5 January 2026

The H2 surge in ASEAN manufacturing ends on a soft note
Slump in Indonesian export growth should soon bottom-out
Brace for a Q1 spike in headline inflation in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Manufacturing PMI, ASEAN, December 2025

  • In one line: H2 surge in manufacturing ends on a soft note.
Miguel Chanco (Chief EM Asia Economist)Global

5 January 2026 Emerging Asia Monitor Festive rewind: India's Nov. IP trick; strong Thai US exports are no cure

  • India’s punchy November IP print is a big head-fake; cooling manufacturing will hit Q4 GDP growth.
  • Thailand’s exports to the US are still soaring, but likely to no real avail for the broader economy…
  • …The overall Q4 numbers to date suggest the economy faces a real risk of a technical recession.
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