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: Bank Indonesia Decision

  • In one line: Back in business; at least 75bp in more cuts to come this year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Electricity discounts are now well and truly a thing of the past.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCCh Rate Decision, Chile, April, 2025

  • In one line: The BCCh holds fire, as global risks intensify.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Keeping its powder dry, but we’re not quite sure why.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: February export pop isn’t so black and white.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: On hold amid rising global uncertainty.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: A surprising—though likely temporary—dip into outright deflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Patience is a virtue, in this climate.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, January

  • In one line: A very unwelcome leap in the trade surplus.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: On hold and maintaining a cautious stance.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: This surprise pause won’t last long.

Miguel Chanco (Chief EM Asia Economist)Global

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: CPI, Indonesia, January

  • In one line: A huge, albeit temporary, gift from the new government.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: ECB Press Conference, January 2025

In one line:  No signal on the level of the neutral rate.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: ECB Rate Decision, January 2025

In one line:  The ECB cuts, as expected. 

Melanie Debono (Senior Eurozone Economist)Global

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