Pantheon Macroeconomics

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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.

central bank of the republic of china (taiwan) decision

Global Datanote: Bank Negara Malaysia Decision, March 2026

In one line: Members hold rates, but seem spooked by the Middle East crisis.

Meekita Gupta (Asia Economist)Global

Global Datanote: Bank of Thailand Decision, February 2026

  • In one line: Members say “why wait” via a surprise cut.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Loan Prime Rate, China, February 2026

In one line: LPRs unchanged, with China relying on fiscal policy to support growth

Duncan WrigleyGlobal

Global Datanote: Reserve Bank of India Decision, February 2026

  • In one line: The likely long pause is here. 
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: RatingDog Manufacturing PMI, China, January 2026

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries

Duncan WrigleyGlobal

Global Datanote: Bank Negara Malaysia Decision, January 2026

  • In one line: Another no-move meeting, with optimism building.
Meekita Gupta (Asia Economist)Global

Global Datanote: Bank Indonesia Decision, January 2026

  • In one line: The BI rate won’t go anywhere this year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

Ankita Amajuri (Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, December 2025

  • In one line: The ECB’s December forecasts now look too hawkish.
Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

Duncan WrigleyGlobal

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

  • In one line: No rate cut needed.
Meekita Gupta (Asia Economist)Global

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, December 2025

  • In one line: Expect a quick follow-up cut in February.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: SNB Rate Decision, Q4 2025

  • In one line: On hold, as we expect it to be until early 2027. 
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: RatingDog Manufacturing PMI, China, November 2025

In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders

Duncan WrigleyGlobal

Global Datanote: Bank Indonesia Decision, November 2025

  • In one line: Easing should resume in December, with a final 25bp move.
Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Negara Malaysia Decision, October 2025

  • In one line: Resilience to US tariffs, give no reason to cut rates.
Meekita Gupta (Asia Economist)Global
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Keywords for: Global

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