Pantheon Macroeconomics

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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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april

PANTHEON EM ASIA DATA WRAP 30 April 2026

A broadly constructive deterioration of the Philippines' trade balance in Q1

EM Asia Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

EM Asia Datanote: Bank Indonesia Decision, April 2026

  • In one line: Another month, another hold, as global assumptions are downgraded further.

PANTHEON EM ASIA DATA WRAP 20 April 2026

Malaysian electronic exports are down, just when commodities perk up

PANTHEON EM ASIA DATA WRAP 7 April 2026

Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall

PANTHEON EM ASIA DATA WRAP 1 April 2026

Iran war hits most ASEAN factories hard; price shock immediate and big
Indonesia’s trade surplus and exports will soon see brighter days
A swift return to BI’s target range thanks to base effects

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Keywords for: Emerging Asia Documents

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