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.
bcch rate decision
In one line: See you in June, for a hike.
In one line: In wait-and-see mode, but we suspect with a hawkish bias.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- In one line: Keeping calm and carrying on with a sensible pause.
- In one line: BCCh Rate Decision, Chile, March, 2026
In one line: Balanced, until the mic drop at the end.
- IIn one line: BoJ on hold amid oil shock risks and divided inflation views
In one line: Members hold rates, but seem spooked by the Middle East crisis.
- In one line: Members say “why wait” via a surprise cut.
- In one line: The likely long pause is here.
- In one line: Another no-move meeting, with optimism building.
- In one line: The BI rate won’t go anywhere this year.
- In one line: No rate cut needed.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
