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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march 2026 Miguel Chanco (Chief EM Asia Economist)
- In one line: Rising domestic and external demand lifting most boats.
- In one line: An understandable, and likely temporary, breather to start 2026.
- In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
- In one line: No post-Ukraine-war like burst, yet, to expect from export growth.
- In one line: Members say “why wait” via a surprise cut.
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: The likely long pause is here.
- In one line: A deceptively soft headline.
- In one line: Sturdy momentum is holding up.
- In one line: The BI rate won’t go anywhere this year.