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.

bank indonesia decision

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: CPI, Indonesia, December 2025

  • In one line: Brace for a Q1 spike in headline inflation.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, November 2025

  • In one line: Slump in export growth should soon bottom-out.
Miguel Chanco (Chief EM Asia Economist)Global

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: CPI, Indonesia, November 2025

  • In one line: The turn in rising food inflation is here.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, October 2025

  • In one line: Export growth finally comes back down to earth; 2027 should be a bit better.
Miguel Chanco (Chief EM Asia Economist)Global
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