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.

Reserve Bank of India Decision

Global Datanote: Bank of Thailand Decision

  • In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Many more cuts to come, and potentially larger ones from December.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, September

  • In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, August

  • In one line: So much for the RBI’s “resilient” growth outlook.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, September, 2024

  • In one line: On hold, as inflation likely to increase marginally in Q4 due to base effects.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4. 

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, August, 2024

  • In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Another month, another hold; we still see cuts in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: June CPI & May IP, India

  • In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Global

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