Pantheon Macroeconomics

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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

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utilities

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

7 Sept 2022 Emerging Asia Monitor Here Comes the Turn in Philippine Inflation... All Eyes on the BSP

  • Inflation in the Philippines slowed unexpectedly in August, with non-core headaches finally easing.
  • We continue to expect a BSP pause this month, but the peso’s demise—in its eyes—is a risk factor.
  • India’s PMI numbers for August offer much-needed reassurance on both the growth and inflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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