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.

Bank Indonesia Decision

Global Datanote: Bank of Thailand Decision

  • In one line: A pause that will probably hold for the first few meetings in 2025.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, November

  • In one line: A not-so-welcome leap in the trade surplus.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, December, 2024

  • In one line: On hold, but ready to cut if the economic recovery falters. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: A halfway-house approach in response to the grim Q3 GDP.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, November

  • In one line: Moving closer to the lower bound of BI’s target range; S/T stability coming.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Spooked by Trump’s win.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, October

  • In one line: An overdue bounce in demand from India moves the export recovery forward.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, November, 2024

  • In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

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: 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: BCRP Rate Decision, Peru, September, 2024

  • In one line: On hold, as inflation likely to increase marginally in Q4 due to base effects.

Andrés Abadía (Chief LatAm 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

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