Pantheon Macroeconomics

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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.

bank indonesia decision

Global Datanote: Bank Negara Malaysia Decision, March 2026

In one line: Members hold rates, but seem spooked by the Middle East crisis.

Meekita Gupta (Asia Economist)Global

Global Datanote: CPI, Indonesia, February 2026

  • In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, January 2026

  • In one line: No post-Ukraine-war like burst, yet, to expect from export growth.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, February 2026

  • In one line: Members say “why wait” via a surprise cut.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, February 2026

  • In one line: The likely long pause is here. 
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, January 2026

  • In one line: A deceptively soft headline.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, December 2025

  • In one line: Two-way trade ends 2025 on a solid note.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision, January 2026

  • In one line: Another no-move meeting, with optimism building.
Meekita Gupta (Asia Economist)Global

Global Datanote: Bank Indonesia Decision, January 2026

  • In one line: The BI rate won’t go anywhere this year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

Ankita Amajuri (Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, December 2025

  • In one line: The ECB’s December forecasts now look too hawkish.
Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Indonesia, December 2025

  • In one line: Brace for a Q1 spike in headline inflation.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, November 2025

  • In one line: Slump in export growth should soon bottom-out.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

  • In one line: No rate cut needed.
Meekita Gupta (Asia Economist)Global

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, December 2025

  • In one line: Expect a quick follow-up cut in February.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: SNB Rate Decision, Q4 2025

  • In one line: On hold, as we expect it to be until early 2027. 
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, November 2025

  • In one line: The turn in rising food inflation is here.
Miguel Chanco (Chief EM Asia Economist)Global
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