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, February 2026

  • In one line: Diesel fix still more than safe; shading our 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, December 2025

  • In one line: Household momentum is rebuilding, but still nowhere near as fast as this absurd headline suggests.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision, February 2026

  • In one line: Members say “why wait” via a surprise cut.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, November 2025

  • In one line: Returning to earth, again; other, more credible data show a decent Q4.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, December 2025

  • In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.
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: Retail Sales, Thailand, September 2025

  • In one line: The theatre of the absurd is back.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, August 2025

  • In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.
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: Retail Sales, Thailand, July

  • In one line: A collapse long in the making; still some way to go before growth falls back down to earth.
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,