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.

Datanotes

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: GDP, Third Quarter, Brazil, 2023

  • In one line: Surprisingly resilient, but high interest rates are now a drag.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Economic activity index, Chile, November

  • In one line: A poor start to Q4, due chiefly to plunging mining activity.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, November

  • In one line: Adverse food price base effects will now unwind.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, Mexico, Q3, 2023

  • In one line: A stronger-than-expected Q3, but downside forces are emerging.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, November 2023

In one line: Further reassurance a recession isn’t developing.

Samuel TombsGlobal

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Keywords for: Global

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