Pantheon Macroeconomics

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Below is a list of our Emerging Asia 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.

Thailand Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: Bank of Thailand Decision

  • In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, July

  • In one line: Boosted—again—by volatile ‘other’ sales.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, August

  • In one line: DM demand is helping to stabilise the ship.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, June

  • In one line: Continue to ignore; households are still struggling.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, July

  • In one line: Relax; the trade balance is stabilising.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

EM Asia Datanote: CPI, Thailand, June

  • In one line: Should be just a temporary drop below the BoT’s target range.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Inflated—yet again—by ‘other’ retail sales; ignore.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, May

  • In one line: A not-so-emphatic return to the black, once adjusted for seasonality.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Fundamentally complacent.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, March

  • In one line: An inevitable return to the red.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, April

  • In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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