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.

Global Datanote: U.K. MPC Decision & Minutes

Global Datanote: BCRP Rate Decision, Peru, January, 2023

  • In one line: More rate cuts to come, despite the still-cautious tone.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsGlobal

Global Datanote: U.K. MPC Meeting & Minutes, December

In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsGlobal

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: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

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: U.K. Consumer Prices, October 2023

  • In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.

Samuel TombsGlobal

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