Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 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.

india

Global Datanote: IP, India, January 2026

  • In one line: An understandable, and likely temporary, breather to start 2026.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, February 2026

  • In one line: The likely long pause is here. 
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, October 2025

  • In one line: Made to look much worse by Diwali distortions.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision, September 2025

  • In one line: Pause continues, but further easing is still very much on the table.
Miguel Chanco (Chief EM Asia Economist)Global
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Keywords for: Global

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