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

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

Bank Indonesia Decision

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Keeping its powder dry, but we’re not quite sure why.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Indonesia, January

  • In one line: A not-too-damning payback from the modest front-running, pre-VAT hike.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Patience is a virtue, in this climate.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: This surprise pause won’t last long.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: 75bp down; 100bp more—at minimum—in 2025.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: An anti-climactic end to the year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: A pause that will probably hold for the first few meetings in 2025.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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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,