Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

diesel

23 Sept 2022 Emerging Asia Monitor Bank Indonesia's Surprise 50bp Salvo is a One-Off, by Definition

  • Bank Indonesia surprised markets yesterday, hiking its benchmark rate by 50bp, to 4.25%...
  • ...But we see no appetite for this to be the norm; BI easily would ditch the focus on core, if convenient.
  • The BSP’s ongoing worries over inflation make no sense, given the global trends in oil and food prices.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

6 Sept 2022 Emerging Asia Monitor Indonesia Aside, the Inflation News in ASEAN is Generally Reassuring

  • Indonesia’s fuel price hikes, à la 2014 in size, likely will mean a front-loading of BI’s tightening cycle.
  • Inflation in Thailand hit a new multi-year high in August, but prolonged and rapid disinflation is nigh.
  • The price sub-indices of the ASEAN-wide PMI continue to show that the worst of the crisis is over.
     

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: Emerging Asia Documents

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