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: Keeping calm and carrying on with a sensible pause.
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- In one line: An understandable, and likely temporary, breather to start 2026.
- 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: An unexpected—if narrow—jump to a 26-month high.
- In one line: The BI rate won’t go anywhere this year.
- 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.
