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.

Bank Indonesia Decision

Global Datanote: CPI, Indonesia, November

  • In one line: Food disinflation remains the gift that keeps giving.

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

Global Datanote: CPI, Indonesia, October

  • In one line: The stage is set for BI to return to 25bp.

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

Global Datanote: Bank Indonesia Decision

  • In one line: Taking no risk with the IDR, while setting the stage for a return to 25bp moves.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, October, 2022

  • In one line: Pause signalled; further tightening requires stubbornly high inflation.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Indonesia, September

  • In one line: No real shock in the size of the jolt from the fuel price hikes.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The last big move, and the penultimate hike in the cycle.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Gradualism, defined, and likely the last hike this year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: SNB Rate Decision, Q3 2022

In one line: Back above zero; December’s rate hike will be smaller.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Still no chink in the—unreasonably—hawkish armour.

Miguel Chanco (Chief EM Asia Economist)Global

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