Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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. ISM Services Survey, March

Ouch, and worse is coming.

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.

PM Datanote: U.S. ISM Manufacturing, March

Tough times lie ahead.

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: Monetary policy meeting, Brazil, March, 2023

  • In one line: No surprises; on hold at the next meeting in May.

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

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: Global

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