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.

Emerging Asia Datanotes

Global Datanote: Advance PMIs, Germany, March 2024

In one line: Better, but likely not enough to prevent another decline in GDP in Q1.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: SNB Rate Decision, Q1 2024

In one line: The SNB beats the ECB to the punch on rate cuts. 

Melanie Debono (Senior Eurozone Economist)Global

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

  • In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Monetary policy meeting, Brazil, March, 2024

  • In one line: The Board exercises caution, as forward guidance is limited to one meeting.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Still waiting for the first of a couple green lights.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Detailed Inflation, Eurozone, February 2024

In one line: Next couple of months’ data will be more noise than signal.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: ECB Rate Decision, March 2024

In one line:  Virtually similar to January, which is now a hawkish line. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Mexico, February, 2024

  • In one line:  Falling inflation raises expectations of an interest rate cut this month.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank Negara Malaysia Decision

In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Final PMIs, Eurozone, February 2024

In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final Manufacturing PMI, EZ, February 2024

In one line: Falling output in France and Germany is holding back the recovery.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: Blame non-core factors for the February bounce.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, February

  • In one line: Thank the labour market—a lagging indicator—for the six-month high.

Miguel Chanco (Chief EM Asia Economist)Global

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