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.

March

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: Economic activity index, Chile, March, 2023

  • In one line: A weak end to the quarter, opening the door for rate cuts soon.

Andres Abadia (Senior International Economist)Global

Global Datanote: Trade, Indonesia, March

  • In one line: China’s reopening pop remains lacklustre, in the grand scheme of things.

Miguel Chanco (Chief EM Asia Economist)Global

PM Datanote: U.S. CPI, March

The rollover in rents is finally underway.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. NFIB Survey, March

Pointing to a steep drop in payroll growth ahead.

Kieran Clancy (U.S. Economist)U.S.

PM Datanote: U.S. ADP Employment, March

Ignoring the ADP remains the safest course of action.

Kieran Clancy (U.S. Economist)U.S.

Global Datanote: CPI, Indonesia, March

  • In one line: Target-range inflation is just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, March

  • In one line: The resurgence in momentum hits a speed bump at the end of Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, March, 2023

  • In one line: Inflation continues to roll over, no need for further monetary tightening.

Andres Abadia (Senior International Economist)Global

Global Datanote: BCRP Rate Decision, Peru, March, 2023

  • In one line: On hold and on the sidelines in the near term, due to high uncertainty.

Andres Abadia (Senior International 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