Pantheon Macroeconomics

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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.

Please use the filters on the right to search for a specific date or topic.

Emerging Asia

22 March 2024 Emerging Asia Monitor CBC hikes to nip the impact of higher electricity tariffs in the bud

  • In an unexpected move, the Taiwanese central bank raised its discount rate to 2.000% yesterday…
  • …Its main worry appears to be the impending rise in electricity tariffs, likely to come in April.
  • The improving economic outlook has given the CBC space, but this hike is likely 'one -and- done'.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Still waiting for the first of a couple green lights.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

21 March 2024 Emerging Asia Monitor Bank Indonesia should worry less about the IDR and more about GDP

  • Bank Indonesia left the BI rate unchanged at 6.00% yesterday, as universally expected.
  • Its ongoing insistence on the need to safeguard the IDR is unwarranted; the carry trade has long turned.
  • The Board’s thinking on GDP is becoming more muddled; expect to see the first 25bp cut in June.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 March 2024

Malaysian export growth slumps in February on seasonal effects
Singapore's February exports hide continued recovery in electronics

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

19 March 2024 Emerging Asia Monitor Singaporean export recovery likely to resume, but only gradually

  • Singaporean exports fell into the red in February; blame Lunar New Year seasonal distortions...
  • ...Export growth will likely resume its recovery path, albeit at a more gradual pace for most of H1.
  • Malaysian export growth slowed in February, dragged down by a sharp drop in re-exports.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

  • In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

18 March 2024 Emerging Asia Monitor Indonesian exports drop below the 2023 low; more pain ahead

  • Indonesian exports disappointed greatly in February, with demand from China faltering again.
  • The trade surplus has plunged to a four-year low; consensus for the 2024 current account is too rosy.
  • We see Vietnam’s Q1 GDP print falling well short ofexpectations, at 5.4%, down from 6.7% in Q4.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence