Pantheon Publications

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q1 2026

• In one line: Households thought weaker inflation trends would be only temporary, and expectations will jump sharply now energy prices have surged.

UK Datanote: UK International Trade, January 2026

• In one line: Higher energy costs will weigh on the trade balance.

UK Datanote: UK GDP January 2026

• In one line:January disappointment partly driven by erratic sectors that will rebound, but we shave our Q1 growth call to 0.2% quarter-to-quarter.

EZ Datanote: Industrial Production, Eurozone, January 2026

In one line: Higher energy costs will make a bad situation worse.

EZ Datanote: Final Inflation, France, February 2026

In one line: On track for 2% by May. 

Global Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

EM Asia Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

UK Datanote: UK RICS Residential Market Survey, February 2026

• In one line: War in the Middle East will hit housing market sentiment in the coming months.

PANTHEON EM ASIA DATA WRAP 12 March 2026

Brace for a potential inflation hit to Malaysian retail sales growth this year

EZ Datanote: Final Inflation, Germany, February 2026

In one line: Calm before the energy surge. 

UK Datanote: U.K. BRC Retail Sales Monitor, February 2026

• In one line: Retail sales growth should pick up when the weather clears, but war in the Middle East remains a downside risk to activity.

UK Datanote: UK Report on Jobs Survey, February 2026

• In one line: Hiring sentiment improves in February, but war in the Middle East will hit business confidence hard.

EZ Datanote: Trade Balance, Germany, January 2026

In one line: Falling imports to boost net exports in 2026?

PANTHEON EM ASIA DATA WRAP 10 March 2026

A decent, if unimpressive, start to the year for Indonesian retail sales

Global Datanote: CPI, Mexico, February, 2026

• In one line: Core pressures pushed inflation up slightly and the outlook is worsening.

PM Datanote: CPI, Mexico, February, 2026

• In one line: Core pressures pushed inflation up slightly and the outlook is worsening.

EM Asia Datanote: Trade, Taiwan, February

• In one line: AI server growth moderating.

PM Datanote: BoK Decision, Korea, February

In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold

PM Datanote: 20-Day Exports, Korea, February

In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1

PM Datanote: Exports, Japan, January

In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.