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.

rate

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: ECB Press Conference, December 2024

In one line: Dovish, but staying open on the path in 2025 and the level of the neutral rate. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, December 2024

In one line: As expected; no longer need for a restrictive policy rate. Where is neutral? 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: SNB Rate Decision, Q4 2024

In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.  

Melanie Debono (Senior Eurozone 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: 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: ECB Rate Decision, September

In one line: As expected; plenty to talk about on the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

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

  • In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone 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

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Keywords for: Global

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