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.

September

Global Datanote: Economic activity index, Brazil, September, 2024

  • In one line: A solid Q3, but downside risks have emerged.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: October CPI & September IP, India

  • In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.

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: 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: CPI, Mexico, September, 2024

  • In one line: Subdued inflation pressures, allowing Banxico to cut rates further.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Brazil, September, 2024

  • In one line: A benign inflation report despite a number of threats. 

Andrés Abadía (Chief LatAm 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: BanRep Announcement, Colombia, September, 2024

  • In one line: The 50bp pace of rate cuts continues amid mixed economic signals and a cautious inflation outlook.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Banxico Announcement, Mexico, September, 2024

  • In one line:  The door has been left open for further easing.

Andrés Abadía (Chief LatAm Economist)Global

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

  • In one line: A pre-emptive 25bp hike in response to persistent inflation risks.

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,