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.
Bank Indonesia Decision Miguel Chanco (Chief EM Asia Economist)
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Front-loading most of this year’s remaining cuts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Near-zero inflation is once again around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A partially welcome collapse in the surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Back in business; at least 75bp in more cuts to come this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Electricity discounts are now well and truly a thing of the past.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Easing back on; three more cuts to go, from our vantage point.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect at least two more consecutive 25bp cuts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Short-lived, policy-induced deflation is over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: February export pop isn’t so black and white.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A surprising—though likely temporary—dip into outright deflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Patience is a virtue, in this climate.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A very unwelcome leap in the trade surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: This surprise pause won’t last long.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The first cut is finally here; expect at least one more by mid-year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A huge, albeit temporary, gift from the new government.
Miguel Chanco (Chief EM Asia Economist)Global
