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.

Thailand

EM Asia Datanote: CPI, Thailand, August

  • In one line: Hit by a descent into outright food deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, June

  • In one line: Ignore the June bounce; consumption is still very much slowing.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, May

  • In one line: A—slightly—more credible print; consumption, in reality, slowed further in Q2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Headline absurdity continues.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Pausing, for now.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, March

  • In one line: Disregard completely; household spending is still weakening.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, February

  • In one line: Ignore the inflated headline, but households had a decent Q1.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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