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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Miguel Chanco (Chief EM Asia Economist)
- Indonesia’s main inflation gauges were unchanged in August: the headline at 2.1% and core at 2.0%…
- …But food inflation remains a big drag and will likely pull the headline below 1.5% at the turn of the year.
- The budget deficit has ballooned this year, but 2025 looks set to see only marginal subsidy reductions.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- India’s Q2 GDP was hit largely by the unwinding of the discrepancy boost, hiding a consumer bump.
- The Q3 PMIs so far point to a further slowdown, and business expectations continue to sour rapidly.
- The pressure on households persists, but the gap between liabilities and asset growth is closing.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
