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.

December

Global Datanote: Industrial Production, India, December

  • In one line: A reversal in Diwali effects; industry is now a two-speed sector.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation IPCA and Retail Sales, Brazil, January/December, 2022/2023

  • In one line: Disinflation is losing speed; retailers are struggling.

Andres Abadia (Senior International Economist)Global

Global Datanote: Trade, Indonesia, December

  • In one line: Not as bad as it looks on the surface.

Miguel Chanco (Chief EM Asia 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: Inflation IPCA, Brazil, December, 2022

  • In one line: Still falling, but the downtrend is losing speed.

Andres Abadia (Senior International 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

Global Datanote: Manufacturing PMI, ASEAN, December

  • In one line: Singapore goes from hero to zero.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: U.K. S&P Global Flash Composite PMI, December

  • In one line: The shake-out in the labour market is beginning.

Samuel Tombs (UK Economist)Global

Global Datanote: Monetary policy meeting, Brazil, December, 2022

  • In one line: Rates on hold; the COPOM will remain cautious.

Andres Abadia (Senior International Economist)Global

Global Datanote: BCCh Rate Decision, Chile, December, 2022

  • In one line: On hold; no rush to change the bias.

Andres Abadia (Senior International Economist)Global

23 Nov 2022 Global Monitor

U.S. - The Inflation Debate is Two-Sided, but we’re Sticking to Optimism 

EUROZONE - The Swiss Economy Fared Worse than Germany’s in Q3

U.K. - The Cliff-Edge in Energy Price Support Next Year will Aggravate the Recession

CHINA+ - The BoJ will not Flinch at Rising Consumer Prices

EM ASIA - Look Out for a Simultaneous Pivot by BI and the BSP in December 

LATAM - Colombia’s Economy Remains Solid, but can Petro Keep Growth Going?

Ian Shepherdson (Chief Economist and Founder)Global

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