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)
- In one line: Expect easing to resume in November.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Many more cuts to come, and potentially larger ones from December.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A quiet end to Q3 for two-way trade, the seasonal bump to the surplus aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: No cut, but the sea change in policy is here.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Much more food disinflation ahead.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid month for exports, but downside risks linger.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Steady headline masks continued food disinflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still believe that cuts are just around the corner.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Small surplus isn’t actually that bad, while the stellar y/y rates need to be put into context.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Keeping up the inflation-fighting talk.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Another month, another hold; we still see cuts in Q4.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Slip in export growth should be short-lived.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food disinflation intensifies, returning the headline back to BI’s target.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A non-event; expect more of the same through Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Q2 exports now look salvageable, after a sturdy May.
Miguel Chanco (Chief EM Asia Economist)Global