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.

BCCh Rate Decision

Global Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Another month, another hold; we still see cuts in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A non-event; expect more of the same through Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCCh Rate Decision, Chile, June, 2024

  • In one line: Gradual rate cuts, with potential pauses, amid temporary inflation pressures and economic recovery.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A cut in August now certainly looks off the table.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Making peace with the Fed’s higher-for-longer stance.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Daily Monitor

Global Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Global

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Keywords for: Global

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