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.

CPI

Global Datanote: Final Inflation, Eurozone, April 2023

In one line: A sticky core leaves room for two more 25bp hikes over the summer.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: March IP & April CPI, India

  • In one line: No reason for the RBI to resume hiking in these conditions.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Approaching BI’s target range.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Inflation, Eurozone, March 2023

In one line: The ECB still has 50-to-75bp to go.

Claus Vistesen (Chief Eurozone Economist)Global

PM Datanote: U.S. CPI, March

The rollover in rents is finally underway.

Kieran Clancy (U.S. Economist)U.S.

Global Datanote: CPI, Indonesia, March

  • In one line: Target-range inflation is just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, March, 2023

  • In one line: Inflation continues to roll over, no need for further monetary tightening.

Andres Abadia (Senior International Economist)Global

Global Datanote: ECB Press Conference, March 2022

In one line: Markets believe the ECB is done; we don’t.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, March 2023

In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, India, February

  • In one line: Not enough to take 25bp off the table in April.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, February, 2023

  • In one line: Inflation is finally coming back down to earth.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: The surge in food inflation should be temporary; core is behaving.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Inflation, Eurozone, January 2023

In one line: The headline has peaked, but the core hasn’t, and that’s a problem for the ECB. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, India, January

  • In one line: Hot, but the details give reason for calm.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, January, 2023

  • In one line: Elevated indexation keep inflation high in January.

Andres Abadia (Senior International Economist)Global

Global Datanote: Advance Inflation & Unemployment, EZ, Jan/Dec

In one line:  Soft CPI, partly due to the 2023 change in weights. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Indonesia, January

  • In one line: More encouragement for a BI pause this month.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Inflation & Construction, Eurozone, Dec/Nov 2022

In one line: Energy inflation is falling, but the core isn’t.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: November IP & December CPI, India

  • In one line: IP growth remains lacklustre, Diwali effects aside; more space for the RBI to consider a February pause.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, December, 2022

  • In one line: A decent end to the year, with core pressures finally receding.

Andres Abadia (Senior International Economist)Global

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