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
Please use the filters on the right to search for a specific date or topic.
interest rate decision Miguel Chanco (Chief EM Asia Economist)
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- In one line: Keeping calm and carrying on with a sensible pause.
- In one line: Members say “why wait” via a surprise cut.
- In one line: The likely long pause is here.
- 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: 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.
