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.
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Global Miguel Chanco (Chief EM Asia Economist)
- In one line: Third time (un)lucky.
- In one line: Expect this to be a temporary headline bounce.
- In one line: A more confident uptick, with tariff clouds receding.
- In one line: Surprisingly soft all around.
- In one line: Still-robust export growth is driving the trade surplus to its highest in years.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
- In one line: Acting now, while the space to do so comfortably remains available.
- In one line: Holding—understandably—in spite of the tariff let-down.
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
In one line: Export growth is in for a weaker H2.
- In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
- In one line: Outright food deflation is here, as predicted.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
- In one line: Post-export-front-loading clouds continue to darken.
- In one line: Consumer-facing industries are buckling.
- In one line: Pausing, for now.
