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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Reserve Bank of India Decision Miguel Chanco (Chief EM Asia Economist)
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
- In one line: Made to look much worse by Diwali distortions.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: Headline is going nowhere for the rest of this year.
- In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- In one line: Pause continues, but further easing is still very much on the table.
- In one line: A consumer-led dip, but durables growth is probably bottoming-out.
- In one line: Third time (un)lucky.
- In one line: Expect this to be a temporary headline bounce.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
- In one line: Acting now, while the space to do so comfortably remains available.
- In one line: Holding—understandably—in spite of the tariff let-down.
