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: March IP & April CPI, India

  • In one line: No reason for the RBI to resume hiking in these conditions.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, February

  • In one line: Not enough to take 25bp off the table in April.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, January

  • In one line: Hot, but the details give reason for calm.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, December

  • In one line: A reversal in Diwali effects; industry is now a two-speed sector.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Core inflation is still keeping the MPC on edge.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: November IP & December CPI, India

  • In one line: IP growth remains lacklustre, Diwali effects aside; more space for the RBI to consider a February pause.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The pivot is here… and actions speak louder than words.

Miguel Chanco (Chief EM Asia Economist)Global

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