Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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: 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

Global Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, July

  • In one line: Recovering to a four-month high, with some help from base effects.
Miguel Chanco (Chief EM Asia Economist)Global
  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Global

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