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 Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Bank of Thailand Decision

  • In one line: This really should be the final hike.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: August CPI & July IP, India

  • In one line: The beginning of the end of the tomato price crisis; the consumer catch-up drives the July bounce in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Another month, another hold; rinse and repeat until November, at least.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Expect another easy hold in September, before big decisions need to be made in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, May

  • In one line: The tomato price surge wreaks more havoc, but the worst of the headline surge should be over.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, July

  • In one line: An anti-climactic end to Q2.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Some understandable fighting talk, but nothing more.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: An unnecessary hike that probably will be reversed in early 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: May IP & June CPI, India

  • In one line: Industrial momentum still appears to have softened in Q2; the tomato crisis is now showing in headline inflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: The pause will last for at least five more months.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Don’t expect any movement until Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: State Bank of Vietnam Decision

  • In one line: Not waiting for what looks set to be a lacklustre GDP growth bounce for Q2.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: April IP & May CPI, India

  • In one line: Some signs of life in consumer-facing IP; the mean-reversion in food inflation probably is over.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The pause sticks, with inflation cooperating.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Riskily ignoring the inflation numbers.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Goodbye to the “upward bias” in the 2023 growth forecast.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: State Bank of Vietnam Decision

  • In one line: No point waiting when a grim Q2 is clear.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Today’s pause will hold until Q3.

Miguel Chanco (Chief EM Asia Economist)Global

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: Bank Indonesia Decision

  • In one line: We’ll have what the Governor is having.

Miguel Chanco (Chief EM Asia Economist)Global

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