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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Indonesia Miguel Chanco (Chief EM Asia Economist)
- In one line: Surprisingly soft all around.
- In one line: Still-robust export growth is driving the trade surplus to its highest in years.
- In one line: Acting now, while the space to do so comfortably remains available.
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
In one line: Export growth is in for a weaker H2.
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
- 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: Sticking to the gradualist approach, for now.
- 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: Electricity discounts are now well and truly a thing of the past.
- In one line: Short-lived, policy-induced deflation is over.
