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: 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: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

  • In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Still waiting for the first of a couple green lights.

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: Bank Negara Malaysia Decision

In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior 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: Bank Negara Malaysia Decision

  • In one line: Banking on the recovery in the electrical and electronics sector.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia 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: Bangko Sentral ng Pilipinas Decision

  • In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia 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