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.

Bangko Sentral ng Pilipinas Decision

Global Datanote: BCRP Rate Decision, Peru, March, 2023

  • In one line: On hold and on the sidelines in the near term, due to high uncertainty.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Fed rhetoric has the BNM considering another 25bp rate hike in H2.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, February, 2023

  • In one line: The fight against high inflation is probably over, rate cuts likely will come soon.

Andres Abadia (Senior International Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Core inflation is still keeping the MPC on edge.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: We got today wrong, but the consensus for a near-2.00% terminal rate is still overkill.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, January, 2023

  • In one line: No signs of a pivot despite falling inflation and inflation expectations.

Andres Abadia (Senior International Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The pivot is here… and actions speak louder than words.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: The reversal of Covid-era cuts is complete; expect nothing more going forward.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Reiterating that 50bp adjustments aren’t forever.

Miguel Chanco (Chief EM Asia Economist)Global

PM Note: Japan Rate Decision October

  • In one line: The BoJ stands fast, despite higher inflation

Duncan WrigleyGlobal

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Keywords for: Global

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