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.

Brazil

Global Datanote: Monetary policy meeting, Brazil, September, 2023

  • In one line: 50bp rate cut as expected; more to come at this pace.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation IPCA, Brazil, July, 2023

  • In one line: Underlying pressures remain tame, despite overshooting expectations.

Andres Abadia (Senior International Economist)Global

Global Datanote: Monetary policy meeting, Brazil, August, 2023

  • In one line: A bold cut to help the economic recovery, more to come.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Brazil, June, 23

  • In one line: Inflation still falling steadily; good news for the COPOM.

Andres Abadia (Senior International Economist)Global

Global Datanote: Monetary policy meeting, Brazil, June, 2023

  • In one line: A still-cautious Board opens the door for rate cuts in Q3.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation IPCA, Brazil, May, 2023

  • In one line: Undershooting expectations; interest rate cuts are coming soon.

Andres Abadia (Senior International Economist)Global

Global Datanote: GDP, First Quarter, Brazil, 2023

  • In one line: A strong-looking economy is not an impediment to a dovish COPOM.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation, Brazil, April, 2023

  • In one line: Disinflation is under way; the door to rate cuts is opening gradually.

Andres Abadia (Senior International Economist)Global

Global Datanote: Monetary policy meeting, Brazil, May, 2023

  • In one line: Gradually laying the ground for easing in H2.

Andres Abadia (Senior International Economist)Global

Global Datanote: Economic activity index, Brazil, January, 2023

  • In one line: A good start to the year, despite an array of domestic and external tailwinds.

Andres Abadia (Senior International Economist)Global

Global Datanote: Monetary policy meeting, Brazil, March, 2023

  • In one line: No surprises; on hold at the next meeting in May.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation IPCA, Brazil, February, 2023

  • In one line: Disinflation underway, despite increased fiscal risks.

Andres Abadia (Senior International Economist)Global

Global Datanote: GDP, Fourth Quarter, Brazil, 2022

  • In one line: A poor end to 2022, but the economy likely will dodge a recession.

Andres Abadia (Senior International Economist)Global

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