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

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February Miguel Chanco (Chief EM Asia Economist)

Global Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: The early 2024 misery in exports continues.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

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

Global Datanote: Manufacturing PMI, ASEAN, February

  • In one line: Thank the labour market—a lagging indicator—for the six-month high.

Miguel Chanco (Chief EM Asia Economist)Global

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Keywords for: Global

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