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.
core cpi
- In one line: Grim end to an already forgetful Q1; glaring war impact on fertiliser output.
- In one line: Not as bad as we all thought.
- In one line: The bigger jolt will come in April.
- In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- In one line: Lunar New Year distortions.
- In one line: Diesel fix still more than safe; shading our 2026 forecast.
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: Big disinflation surprise, due to Lunar New Year noise.
- In one line: Just about enough to salvage Q4.
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.