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/January Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Industrial Production, India, March

  • In one line: Soft, as we cautioned, and the big picture isn’t looking great either.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, March

  • In one line: Things are suddenly turning up for exports.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

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: Trade, Indonesia, January

  • In one line: A weak start to 2024.

Miguel Chanco (Chief EM Asia Economist)Global

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: 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

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