Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 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.

Daily Monitor Datanotes

Global Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Daily Monitor

Global Datanote: Inflation IPCA-15, Brazil, March, 2024

  • In one line: Back to the target range, and the near-term outlook is benign.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, March, 2024

  • In one line: Further interest rate cuts likely, as inflation pressures continue to ease.

Andres Abadia (Senior International Economist)Global

Global Datanote: Advance PMIs, Germany, March 2024

In one line: Better, but likely not enough to prevent another decline in GDP in Q1.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: SNB Rate Decision, Q1 2024

In one line: The SNB beats the ECB to the punch on rate cuts. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

  • In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Monetary policy meeting, Brazil, March, 2024

  • In one line: The Board exercises caution, as forward guidance is limited to one meeting.

Andres Abadia (Senior International Economist)Global

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Keywords for: Global

Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence