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.

MAS Decision October 2023

Global Datanote: GDP, Colombia, Q4, 2023

  • In one line:  A poor end to the year, but the details are less grim than the headline.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Banking on the recovery in the electrical and electronics sector.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Economic activity index, Brazil, November, 2023

  • In one line: Struggling, despite relatively positive sectoral data in November.

Andres Abadia (Senior International Economist)Global

Global Datanote: U.K. Consumer Prices, December 2023

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel Tombs (UK Economist)Global

Global Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel Tombs (UK Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Still not showing any appetite for normalisation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, Third Quarter, Brazil, 2023

  • In one line: Surprisingly resilient, but high interest rates are now a drag.

Andres Abadia (Senior International Economist)Global

Global Datanote: GDP, Mexico, Q3, 2023

  • In one line: A stronger-than-expected Q3, but downside forces are emerging.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Probably already regretting the October hike.

Miguel Chanco (Chief EM Asia Economist)Global

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Keywords for: Global

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