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.

BCCh Rate Decision

Global Datanote: Bank of Thailand Decision

  • In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Many more cuts to come, and potentially larger ones from December.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: On hold, as inflation likely to increase marginally in Q4 due to base effects.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4. 

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: ECB Rate Decision, September

In one line: As expected; plenty to talk about on the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Another month, another hold; we still see cuts in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Global

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