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
- In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- 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: Food inflation is firming up fast, but core disinflation is a strong anchor.
- In one line: Ignore the jump in the surplus; import demand is crashing.
- In one line: Pause continues, but further easing is still very much on the table.
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: Surprisingly soft all around.
- In one line: Still-robust export growth is driving the trade surplus to its highest in years.
- 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: Discount the base effects lifting food inflation; the headline should now stabilise.
In one line: Export growth is in for a weaker H2.
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
