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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.


Global Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: U.K. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel TombsGlobal

Global Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Chile, January, 2024

  • In one line: Incompatible with prior data, but the downtrend is on track.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Indonesia, January

  • In one line: Yet another reassuring below-consensus drop in core.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, January

  • In one line: An encouraging, but most likely temporary, bounce.

Miguel Chanco (Chief EM Asia Economist)Global

China+ Datanote: Exports, Korea, January

In one line: Korea export growth remains resilient even on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

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