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

Please use the filters on the right to search for a specific date or topic.

bangko sentral ng pilipinas decision

EM Asia Datanote: Bank Negara Malaysia Decision, January 2026

  • In one line: Another no-move meeting, with optimism building.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

  • In one line: No rate cut needed.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision, December 2025

  • In one line: Expect a quick follow-up cut in February.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, November 2025

  • In one line: Easing should resume in December, with a final 25bp move.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision, November 2025

  • In one line: Resilience to US tariffs, give no reason to cut rates.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

  • In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision, October 2025

  • In one line: Expect this to be a temporary pause from the new Governor and Co.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, September 2025

  • In one line: Third time (un)lucky.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

  • In one line: A less-dovish cut, but expect at least one more before the end of 2025.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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