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
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cpi Miguel Chanco (Chief EM Asia Economist)
- In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: A deceptively soft headline.
- In one line: Brace for a Q1 spike in headline inflation.
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
- In one line: The turn in rising food inflation is here.
- In one line: Headline is going nowhere for the rest of this year.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.