Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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.

Global Miguel Chanco (Chief EM Asia Economist)

Global Datanote: CPI, Indonesia, June

  • In one line: Expect a further rise in food inflation in the July report.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, May

  • In one line: Export growth probably will buckle again in Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, June

  • In one line: Post-export-front-loading clouds continue to darken.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Pausing, for now.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Rightly unfazed, for now, by the upswing in oil prices.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Sticking to the gradualist approach, for now.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Front-loading most of this year’s remaining cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, May

  • In one line: A bounce of sorts, but manufacturing is still shaky.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, May

  • In one line: Near-zero inflation is once again around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, April

  • In one line: A partially welcome collapse in the surplus.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Back in business; at least 75bp in more cuts to come this year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Electricity discounts are now well and truly a thing of the past.

Miguel Chanco (Chief EM Asia Economist)Global

Global 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)Global

Global Datanote: Industrial Production, India, March

  • In one line: Capping off an unremarkable Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence