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 Daily Monitor Miguel Chanco (Chief EM Asia Economist)

Global Datanote: Bank Indonesia Decision

  • In one line: Expect easing to resume in November.

Miguel Chanco (Chief EM Asia Economist)Global

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: Trade, Indonesia, September

  • In one line: A quiet end to Q3 for two-way trade, the seasonal bump to the surplus aside.

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: Reserve Bank of India Decision

  • In one line: No cut, but the sea change in policy is here.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, September

  • In one line: Much more food disinflation ahead.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, September

  • In one line: Export-oriented manufacturers hit a speed-bump at the end of Q3.

Miguel Chanco (Chief EM Asia 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: Trade, Indonesia, August

  • In one line: A solid month for exports, but downside risks linger.

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: Manufacturing PMI, ASEAN, August

  • In one line: Indonesia’s PMI is going from bad to worse, hitting the headline.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, August

  • In one line: Steady headline masks continued food disinflation.

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: Trade, Indonesia, July

  • In one line: Small surplus isn’t actually that bad, while the stellar y/y rates need to be put into context.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Keeping up the inflation-fighting talk.

Miguel Chanco (Chief EM Asia 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

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