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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

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

Bangko Sentral ng Pilipinas Decision

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Should be the last.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Cool as a cucumber.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Fed rhetoric has the BNM considering another 25bp rate hike in H2.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: The pause button.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Backed into a corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: We got today wrong, but the consensus for a near-2.00% terminal rate is still overkill.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: The beginning of the end.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: It ends with today’s pivot.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Not giving anything away.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: The reversal of Covid-era cuts is complete; expect nothing more going forward.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Reiterating that 50bp adjustments aren’t forever.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: No sign of a pivot.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Taking no risk with the IDR, while setting the stage for a return to 25bp moves.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Gradualism, defined, and likely the last hike this year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Spooked by the fuel price hikes.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Still no chink in the—unreasonably—hawkish armour.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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