Pantheon Macroeconomics

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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.

may cpi & april ip

EM Asia Datanote: Trade, India, April 2026

  • In one line: Some reassuring developments, but take the y/y leaps with a pinch of salt.

EM Asia Datanote: WPI, India, April 2026

  • In one line: Hot, thanks to the naturally delayed oil boost.

EM Asia Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

PANTHEON EM ASIA DATA WRAP 12 May 2026

Sales growth is souring in Indonesia, for a handful of reasons

PANTHEON EM ASIA DATA WRAP 11 May 2026

Another quarter of lacklustre consumption in Malaysia

PANTHEON EM ASIA DATA WRAP 7 May 2026

The main reason why the BSP should be reluctant to hike further

PANTHEON EM ASIA DATA WRAP 6 May 2026

Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales

PANTHEON EM ASIA DATA WRAP 5 May 2026

Indonesia’s sturdy Q1 GDP is only skin-deep
ASEAN manufacturing continues to lose steam
Another BSP rate hike now seems likely, however misguided
Singapore's March retail sales doesn't look as good as it does under the surface

PANTHEON EM ASIA DATA WRAP 30 April 2026

A broadly constructive deterioration of the Philippines' trade balance in Q1

EM Asia Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

EM Asia Datanote: Bank Indonesia Decision, April 2026

  • In one line: Another month, another hold, as global assumptions are downgraded further.

PANTHEON EM ASIA DATA WRAP 20 April 2026

Malaysian electronic exports are down, just when commodities perk up

PANTHEON EM ASIA DATA WRAP 7 April 2026

Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall

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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,