Pantheon Publications
Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
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Global Miguel Chanco (Chief EM Asia Economist)
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: The likely long pause is here.
- In one line: A deceptively soft headline.
- In one line: Two-way trade ends 2025 on a solid note.
- In one line: Sturdy momentum is holding up.
- In one line: An unexpected—if narrow—jump to a 26-month high.
- In one line: The BI rate won’t go anywhere this year.
- In one line: Brace for a Q1 spike in headline inflation.
- In one line: Slump in export growth should soon bottom-out.
- In one line: H2 surge in manufacturing ends on a soft note.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
- In one line: Made to look much worse by Diwali distortions.
- In one line: The turn in rising food inflation is here.
- In one line: Export growth finally comes back down to earth; 2027 should be a bit better.
- In one line: Strengthening to a 38-month high.
- In one line: Easing should resume in December, with a final 25bp move.
