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.
Bank of Thailand Decision
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Disregard completely; household spending is still weakening.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Back in business; at least 75bp in more cuts to come this year.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Ignore the inflated headline, but households had a decent Q1.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
- In one line: Easing back on; three more cuts to go, from our vantage point.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: First red ink since mid-2023, as the inexplicable lift from ‘other’ sales continues to unwind.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Dragged down by transportation and communication base effects.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Patience is a virtue, in this climate.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Support from cash stimulus starting to surface, if you squint.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A genuine surprise; at least three more cuts this year.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
