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.

India

Global Datanote: Industrial Production, India, March

  • In one line: Capping off an unremarkable Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: February CPI & January IP, India

  • In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: January CPI & December IP, India

  • In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The first cut is finally here; expect at least one more by mid-year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, December

  • In one line: Carpet being rolled out for a February rate cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, November

  • In one line: A credible pop in growth, Diwali noise aside.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Nov. CPI & Oct. IP, India

In one line: No major surprises; red carpet being relaid for rate cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A halfway-house approach in response to the grim Q3 GDP.

Miguel Chanco (Chief EM Asia Economist)Global

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