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.

Banca Central de la Repúublica Argentina Miguel Chanco (Chief EM Asia Economist)

Global Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

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

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