Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 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.
february cpi & january ip
- In one line: Food price pressures at the margin are collapsing.
- In one line: Potentially the peak.
- In one line: Initial signs of a squeeze from the war fallout.
- In one line: Not as bad as we all thought.
- In one line: The bigger jolt will come in April.
- In one line: Underlying spending growth was still in recovery mode pre-Iran war.
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
- In one line: Q1 consumption remains firm.
- In one line: Fundamental downward pressure on the THB is building rapidly.
- In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.
- In one line: Big short-term downside risks to the deficit due to the Iran war.
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- In one line: AI server growth moderating.
- In one line: Lunar New Year distortions.
- In one line: Spending on big items is failing to recover.
- In one line: Diesel fix still more than safe; shading our 2026 forecast.
- In one line: An understandable, and likely temporary, breather to start 2026.
Ignore the y/y misses; lots to be reassured about in the Philippine trade details
- In one line: Members say “why wait” via a surprise cut.
An undoubtedly hot start to the year for two-way trade in Thailand
