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: Manufacturing PMI, ASEAN, March

  • In one line: The nascent improvement is far from comprehensive.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Keeping its powder dry, but we’re not quite sure why.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: February export pop isn’t so black and white.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: February CPI & January IP, India

  • In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: A surprising—though likely temporary—dip into outright deflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, February

  • In one line: A 7-month high, but no clear signs of US front-loading, yet. 

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Patience is a virtue, in this climate.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, January

  • In one line: A very unwelcome leap in the trade surplus.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: This surprise pause won’t last long.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: January CPI & December IP, India

  • In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The first cut is finally here; expect at least one more by mid-year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, January

  • In one line: A huge, albeit temporary, gift from the new government.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, January

  • In one line: Not the best of starts to 2025.

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