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: ECB Rate Decision, December

In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: SNB Rate Decision, Q4 2023

In one line: A clear dovish shift; rate cuts are next. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Still not showing any appetite for normalisation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Finally, some sense.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Probably already regretting the October hike.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: The BNM keeps the OPR accommodative, eyeing other instruments to manage MYR weakness. 

Moorthy Krshnan (Senior Asia Economist)Global

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