Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

BCRP Rate Decision

Global Datanote: Reserve Bank of India Decision

  • In one line: The first cut is finally here; expect at least one more by mid-year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A genuine surprise; at least three more cuts this year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, January, 2025

  • In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: A pause that will probably hold for the first few meetings in 2025.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, December, 2024

  • In one line: On hold, but ready to cut if the economic recovery falters. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: ECB Press Conference, December 2024

In one line: Dovish, but staying open on the path in 2025 and the level of the neutral rate. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, December 2024

In one line: As expected; no longer need for a restrictive policy rate. Where is neutral? 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: SNB Rate Decision, Q4 2024

In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.  

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A halfway-house approach in response to the grim Q3 GDP.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, November, 2024

  • In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Many more cuts to come, and potentially larger ones from December.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, September, 2024

  • In one line: On hold, as inflation likely to increase marginally in Q4 due to base effects.

Andrés Abadía (Chief LatAm Economist)Global

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Global

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