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.
reserve bank of india decision
- In one line: A much more comfortable hold.
- In one line: An insurance hike, on top of last week's off-cycle insurance hike.
- In one line: Still anxious about inflation, in spite of recent positive developments.
- In one line: Mean-reversion up in food inflation should now start to plateau.
- In one line: Inflation improves, but the balance of risks remains hawkish.
- In one line: A welcome bounce, as war risks continue to recede.
- In one line: New Governor Shin signals rate hikes are on the way
- In one line: Huge—defensive—hike.
- In one line: Inflation persistence is becoming harder for the BCRP to dismiss.
- In one line: Food price pressures at the margin are collapsing.
- In one line: No surprises.
In one line: See you in June, for a hike.
In one line: In wait-and-see mode, but we suspect with a hawkish bias.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: Decent, but positive momentum is fading.
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- 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: Likely as good as we’ll get in H1, if not 2026 at large.
