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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National CPI Miguel Chanco (Chief EM Asia Economist)
- 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.
- In one line: Expect this to be a temporary headline bounce.
- In one line: Surprisingly soft all around.
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
- In one line: Outright food deflation is here, as predicted.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: No signs yet of food disinflation stabilising.
- In one line: Near-zero inflation is once again around the corner.
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
- In one line: Electricity discounts are now well and truly a thing of the past.
