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 Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: No surprises here.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Still waiting for the first of a couple green lights.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: The early 2024 misery in exports continues.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: Blame non-core factors for the February bounce.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: It won’t be long before cuts enter the fray.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, January

  • In one line: A weak start to 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Cracks are emerging in the MPC’s unity.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Holding steady, just to prove a point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, January

  • In one line: Yet another reassuring below-consensus drop in core.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, December

  • In one line: Exports are improving, but demand still isn’t firing on all fronts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, December

  • In one line: The H2 rise in food inflation is finally over.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, November

  • In one line: A mixed bag.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Still not showing any appetite for normalisation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, November

  • In one line: Adverse food price base effects will now unwind.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Finally, some sense.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Probably already regretting the October hike.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

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