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: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- In one line: Pause continues, but further easing is still very much on the table.
- In one line: A consumer-led dip, but durables growth is probably bottoming-out.
In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
- In one line: Third time (un)lucky.
- In one line: Expect this to be a temporary headline bounce.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
In one line: BoK stays put amid US pressure not to weaken currency
- In one line: Acting now, while the space to do so comfortably remains available.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
- In one line: Holding—understandably—in spite of the tariff let-down.
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
- In one line: Outright food deflation is here, as predicted.
- In one line: Consumer-facing industries are buckling.
- In one line: Pausing, for now.
