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 Indonesia Decision

  • In one line: Another month, another hold; we still see cuts in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, June

  • In one line: Slip in export growth should be short-lived.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, June

  • In one line: Food disinflation intensifies, returning the headline back to BI’s target.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A non-event; expect more of the same through Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, May

  • In one line: Q2 exports now look salvageable, after a sturdy May.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A cut in August now certainly looks off the table.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, April

  • In one line: A poorer start to Q2 than suggested by the already-soft headline rates.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Food inflation finally turns a corner; more of this, please.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, March

  • In one line: Things are suddenly turning up for exports.

Miguel Chanco (Chief EM Asia Economist)Global

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: 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: CPI, Indonesia, February

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

Miguel Chanco (Chief EM Asia Economist)Global

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