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.

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Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 1 August 2025

Early US trade deals in July help ASEAN manufacturing find its feet, for now
Indonesian export growth is in for a weaker H2
Discount the base effects lifting Indonesian food inflation; the headline should now stabilise

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

4 August 2025 Emerging Respite for ASEAN factories, but road ahead set to stay bumpy

  • ASEAN’s manufacturing PMI returned to the black in July, just, for the first time since “Liberation Day ”…
  • …But leading indicators remain bleak; the US’s ‘final’ tariffs are at least broadly a win for EM Asia.
  • The Monetary Authority of Singapore paused and set a high bar for more easing in the short run.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, May

  • In one line: A—slightly—more credible print; consumption, in reality, slowed further in Q2.
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