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.

Global Datanote: Bank of Japan Decision

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

  • In one line: Resuming rate cuts but keeping a cautious bias.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: No surprises here.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

  • In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Still waiting for the first of a couple green lights.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, March 2024

  • In one line: On hold, but expect a further rate cut soon.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank Negara Malaysia Decision

In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: U.K. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel TombsGlobal

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: It won’t be long before cuts enter the fray.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: More modest cuts to come.

Andres Abadia (Senior International Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Cracks are emerging in the MPC’s unity.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Holding steady, just to prove a point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Banking on the recovery in the electrical and electronics sector.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: U.K. Consumer Prices, December 2023

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel TombsGlobal

Global Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, January, 2023

  • In one line: More rate cuts to come, despite the still-cautious tone.

Andres Abadia (Senior International Economist)Global

Global Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsGlobal

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Still not showing any appetite for normalisation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Finally, some sense.

Miguel Chanco (Chief EM Asia Economist)Global

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