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.

Global Datanote: Monetary policy meeting, Brazil, June, 2024

  • In on line: A hawkish hold, prioritising inflation anchoring, and restoring credibility.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A non-event; expect more of the same through Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCCh Rate Decision, Chile, June, 2024

  • In one line: Gradual rate cuts, with potential pauses, amid temporary inflation pressures and economic recovery.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Trade, Indonesia, May

  • In one line: Q2 exports now look salvageable, after a sturdy May.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Detailed Inflation, Eurozone, May 2024

In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Global

19 June 2024 Global Monitor Another BoE hold but SNB likely to cut again

  • US - The FOMC is too optimistic with its unemployment forecast
  • EUROZONE - Markets still underestimating the amount of SNB easing
  • UK - MPC preview: leaving open the timing of the first rate cut
  • CHINA+ - BoJ commits to cutting JGB-buying, with details to be revealed in July
  • EM ASIA - Indian inflation heading into H2: a shift from mundane to manic
  • LATAM - Brazil’s economic activity losing steam amid mounting headwinds

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: US CPI, May

Disinflation is back on track; expect two easings in today’s 2024 dot plot.

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: May CPI & April IP, India

  • In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Brazil, May, 2024

  • In one line: Hit by increased food prices, due to the floods in the south. 

Andrés Abadía (Chief LatAm Economist)Global

12 June 2024 Global Monitor European election aftermath rattles markets

  • US - September easing remains a decent base case, despite May payrolls
  • EUROZONE - Domestic political risk returns to Eurozone financial markets
  • UK - Labour market data help the chances of an August rate cut
  • CHINA+ - China’s exports turn the corner; on track for modest growth this year
  • EM ASIA - An August RBI rate cut seems both so close and yet so far
  • LATAM - Brazil’s economic momentum hits a speed bump after promising Q1

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: CPI, Chile, May, 2024

  • In one line: Upside pressures will keep policymakers on the alert.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, May, 2024

  • In one line: Modest core pressures point to further monetary easing this month.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A cut in August now certainly looks off the table.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, First Quarter, Brazil, 2024

  • In one line: A solid Q1, but conditions have worsened recently.

Andrés Abadía (Chief LatAm Economist)Global

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