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: Recovering to a four-month high, with some help from base effects.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Acting now, while the space to do so comfortably remains available.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Holding—understandably—in spite of the tariff let-down.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Rightly unfazed, for now, by the upswing in oil prices.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Sticking to the gradualist approach, for now.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Front-loading most of this year’s remaining cuts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Back in business; at least 75bp in more cuts to come this year.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Capping off an unremarkable Q1.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Easing back on; three more cuts to go, from our vantage point.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Expect at least two more consecutive 25bp cuts.
Miguel Chanco (Chief EM Asia Economist)Global
