Pantheon Publications

Below is a list of our 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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Datanotes Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Bank Indonesia Decision

In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision

In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Thailand Decision

In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 August 2024

Unsustainable export bounce saves Thai Q2 GDP; domestic demand still lethargic

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bangko Sentral ng Pilipinas Decision

In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, July

In one line: Small surplus isn’t actually that bad, while the stellar y/y rates need to be put into context.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 15 August 2024

The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4
Indonesia’s small trade surplus isn’t actually that bad, while the stellar y/y rates need to be put into context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 August 2024

Underlying sales momentum in Indonesia was fading heading into Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Reserve Bank of India Decision

In one line: Keeping up the inflation-fighting talk.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 8 August 2024

Ignore the consensus-matching Q2 y/y print, Philippine consumption is in recession
The RBI keeps up the inflation-fighting talk
Malaysian fuel sales take a hit from subsidy removal

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 August 2024

Thai inflation will return to the target range in the next few months
Sales volumes in the Philippines suffer a second straight q/q drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 August 2024

First BSP rate cut delayed to October
The net trade story will be painful for the Philippines' upcoming Q2 GDP report

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 August 2024

Machinery capex bump cushions the unwinding of election spending in Indonesia
Fall in discretionary spending sends Singaporean sales growth back into the red

Miguel Chanco (Chief EM Asia Economist)Emerging Asia