Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

Reserve Bank of India Decision

Global Datanote: January CPI & December IP, India

  • In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The first cut is finally here; expect at least one more by mid-year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A genuine surprise; at least three more cuts this year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, December

  • In one line: Carpet being rolled out for a February rate cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, January, 2025

  • In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: A pause that will probably hold for the first few meetings in 2025.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, December, 2024

  • In one line: On hold, but ready to cut if the economic recovery falters. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Nov. CPI & Oct. IP, India

In one line: No major surprises; red carpet being relaid for rate cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A halfway-house approach in response to the grim Q3 GDP.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: October CPI & September IP, India

  • In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, November, 2024

  • In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Global

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