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: 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

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, June

  • In one line: A ten-month low, as consumer sectors continue to broadly weaken.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Front-loading most of this year’s remaining cuts.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
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,