Pantheon Macroeconomics

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Below is a list of our Emerging Asia 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)

EM Asia Datanote: Bank Indonesia Decision

  • In one line: A genuine surprise; at least three more cuts this year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 January 2025

Ignore the volatility, Indonesia's trade surplus is growing, slowly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

16 January 2025 Emerging Asia Monitor BI shrugs off IDR slump and starts 2025 with shock cut; a good move

  • Bank Indonesia surprised the universal consensus for a hold this month, lowering the BI rate to 5.75%…
  • …The Board is right to tolerate the rupiah’s dollar- driven slump, amid its rising GDP growth worries.
  • Ignore the December collapse in the trade surplus; smoothing out the noise yields a rising trend.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 January 2025

Expect a quieter year for Indian WPI inflation in 2025

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,