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 of Thailand Decision

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: 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: BCRP Rate Decision, Peru, March, 2025

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

Andrés Abadía (Chief LatAm 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: 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: 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

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

  • In one line: On hold due to increased uncertainty.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A genuine surprise; at least three more cuts this year.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: 75bp down; 100bp more—at minimum—in 2025.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: An anti-climactic end to the year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: A pause that will probably hold for the first few meetings in 2025.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, December, 2024

  • In one line: On hold, but ready to cut if the economic recovery falters. 

Andrés Abadía (Chief LatAm Economist)Global

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