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)
A 7-month high for ASEAN’s PMI, but no clear signs of US front-loading, yet
A surprising—though likely temporary—dip into outright deflation in Indonesia
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- ASEAN’s manufacturing PMI leapt suddenly in February to a seven-month high of 51.5…
- …But it seems to have been flattered by residual seasonality, and pockets of weakness still persist.
- The descent into outright deflation in Indonesia should be short-lived, as the power relief expires.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Offsetting base effects all over the place; momentum is solid, otherwise.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A trade- and consumption-driven bounce; the economy is still operating below potential.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
A surprisingly fast start to 2025 for Philippine trade
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- India’s Q4 GDP print was exactly in line wit expectations, at 6.2%, rebounding from 5.6%…
- …Consumption, mainly rural, continues to find its feet, while exports—especially services—are flying.
- The Philippines’ structural RRR cuts are likely over, but they are no substitute for lower TRR rates.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
