Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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bank of thailand decision Miguel Chanco (Chief EM Asia Economist)
- In one line: Underlying spending growth was still in recovery mode pre-Iran war.
- In one line: Fundamental downward pressure on the THB is building rapidly.
- In one line: Diesel fix still more than safe; shading our 2026 forecast.
- In one line: Household momentum is rebuilding, but still nowhere near as fast as this absurd headline suggests.
- In one line: Members say “why wait” via a surprise cut.
- In one line: Returning to earth, again; other, more credible data show a decent Q4.
- In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: The theatre of the absurd is back.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.
