Pantheon Macroeconomics

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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.

european central bank Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Reserve Bank of India Decision, February 2026

  • In one line: The likely long pause is here. 
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, January 2026

  • In one line: The BI rate won’t go anywhere this year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, December 2025

  • In one line: Expect a quick follow-up cut in February.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, November 2025

  • In one line: Easing should resume in December, with a final 25bp move.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, October 2025

  • In one line: Expect this to be a temporary pause from the new Governor and Co.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, September 2025

  • In one line: Pause continues, but further easing is still very much on the table.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, September 2025

  • In one line: Third time (un)lucky.
Miguel Chanco (Chief EM Asia Economist)Global
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,