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.
Daily Monitor Miguel Chanco (Chief EM Asia Economist)
- Sales growth in the Philippines fell to a 10-month low, but the survey data are improving at least…
- …We’ve cut our 2025 and 2026 CPI forecasts to 1.7% and 2.4%; no momentum in food prices.
- Downside risks are mounting to our already below- consensus 2025-to-26 CPI forecasts for Thailand.
- GDP growth in Vietnam held steady in Q3 at a robust 8.2%, but mostly thanks to residual noise…
- …Still, fast loan growth poses upside risk to a likely sharper slowdown from the front-loading payback.
- We’ve raised our 2025 and 2026 full-year GDP growth forecasts to 7.7% and 6.5%, respectively.
- Indonesia’s trade surplus surprised massively to the upside in August, but largely on seasonal factors…
- …Underlying two-way trade growth continues to ebb; exports are fighting a handful of headwinds.
- Inflation rose above BI’s 2.5% target for the first time in over a year, but a Q4 rate cut is still on the table.
- The RBI stayed on hold yesterday, but two members called for more dovish implied forward guidance…
- …Its latest GDP forecasts reveal no real faith in the stimulative impact of GST 2.0; we concur.
- Bank on ASEAN’s robust September PMI at your own risk, as underlying it is a very skewed picture.
- Ignore the miss in Indian IP in August; the recent stasis is breaking, and the fixed capex signal is solid.
- Retail sales growth in Thailand crashed back down to earth in July, but expect much more softness…
- …Consumption growth is seeing some stability alongside tourist arrivals; local demand is still weak.
