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.

march/february Miguel Chanco (Chief EM Asia Economist)

Global Datanote: CPI, Indonesia, March 2026

  • In one line: A swift return to BI’s target range thanks to base effects.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, February 2026

  • In one line: Trade surplus and exports will soon see brighter days.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, March 2026

  • In one line: Iran war hits most factories hard; price shock immediate and big.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, February 2026

  • In one line: Likely as good as we’ll get in H1, if not 2026 at large.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, February 2026

  • In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, February 2026

  • In one line: Rising domestic and external demand lifting most boats.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, February 2026

  • In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, February 2026

  • In one line: Members say “why wait” via a surprise cut.
Miguel Chanco (Chief EM Asia Economist)Global

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
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,