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.

September CPI & August IP Miguel Chanco (Chief EM Asia Economist)

Global Datanote: CPI, Indonesia, November

  • In one line: Moving closer to the lower bound of BI’s target range; S/T stability coming.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: October CPI & September IP, India

  • In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, September

  • In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, September

  • In one line: A quiet end to Q3 for two-way trade, the seasonal bump to the surplus aside.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, August

  • In one line: So much for the RBI’s “resilient” growth outlook.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, September

  • In one line: Export-oriented manufacturers hit a speed-bump at the end of Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, August

  • In one line: A solid month for exports, but downside risks linger.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, August

  • In one line: Indonesia’s PMI is going from bad to worse, hitting the headline.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, August

  • In one line: Steady headline masks continued food disinflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: June CPI & May IP, India

  • In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, June

  • In one line: Food disinflation intensifies, returning the headline back to BI’s target.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: May CPI & April IP, India

  • In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Global

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