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.

November CPI & October IP

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: CPI, Mexico, March, 2024

  • In one line: Further interest rate cuts likely, as inflation pressures continue to ease.

Andres Abadia (Senior International Economist)Global

Global Datanote: Detailed Inflation, Eurozone, February 2024

In one line: Next couple of months’ data will be more noise than signal.

Melanie Debono (Senior Eurozone 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: CPI, Mexico, February, 2024

  • In one line:  Falling inflation raises expectations of an interest rate cut this month.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: Blame non-core factors for the February bounce.

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: Advance Inflation, Eurozone, January

In one line: Not enough for a rate cut in March; but April is still on. 

Claus Vistesen (Chief Eurozone 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: 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: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Indonesia, December

  • In one line: The H2 rise in food inflation is finally over.

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 TombsGlobal

Global Datanote: Final Inflation, Eurozone, November 2023

In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?

Claus Vistesen (Chief Eurozone 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