Global Publications
Below is a list of our Global 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.
Miguel Chanco (Chief EM Asia Economist)
- In one line: Outright food deflation is here, as predicted.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
- In one line: Post-export-front-loading clouds continue to darken.
- In one line: Consumer-facing industries are buckling.
- In one line: Pausing, for now.
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
- In one line: Sticking to the gradualist approach, for now.
- In one line: No signs yet of food disinflation stabilising.
- In one line: Front-loading most of this year’s remaining cuts.
- In one line: A bounce of sorts, but manufacturing is still shaky.
- In one line: Near-zero inflation is once again around the corner.
- In one line: A partially welcome collapse in the surplus.
- In one line: Back in business; at least 75bp in more cuts to come this year.
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
- In one line: Electricity discounts are now well and truly a thing of the past.
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
