Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 July 2025

Post-export-front-loading clouds for ASEAN continue to darken
Indonesian export growth probably will buckle again in Q3
Expect a further rise in Indonesian food inflation in the July report

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

2 July 2025 Emerging Asia Monitor Tariff pause has done ASEAN no favours; an extension won't either

  • ASEAN’s manufacturing PMI deteriorated further in June, and all signs point to more near-term falls.
  • Indonesian export growth is in for a rockier H2, in spite of evidence of stabilising demand from China.
  • Consumer sectors were to blame for India’s poor May IP; that’s a double whammy for the economy.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Headline absurdity continues.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 July 2025 Emerging Asia Monitor Thai consumption remains sluggish, with large headwinds intensifying

  • Retail sales growth in Thailand is still at an absurdly-high double-digit rate; ignoring the rosy headlines…
  • …The monthly consumption index remains weak, and fading confidence points to more downside.
  • Consumption looks set to continue rising, though, as wages recover alongside productivity.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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