Pantheon Publications

Global Datanote: Trade, Indonesia, November 2025

• In one line: Slump in export growth should soon bottom-out.

PANTHEON EM ASIA DATA WRAP 5 January 2026

The H2 surge in ASEAN manufacturing ends on a soft note
Slump in Indonesian export growth should soon bottom-out
Brace for a Q1 spike in headline inflation in Indonesia

Global Datanote: Manufacturing PMI, ASEAN, December 2025

• In one line: H2 surge in manufacturing ends on a soft note.

PM Datanote: US Consumer Confidence, December 2025

Yet more grim news on the labor market.

PM Datanote: US Industrial Production, October/November 2025

Manufacturing is surviving rather than thriving.

PM Datanote: US GDP, Q3 2025 / Durable Goods Orders, October 2025

Q3's strength is unlikely to be sustained.

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

UK Datanote: U.K. Consumer Prices, November 2025

• In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.

PM Datanote: US Existing Home Sales, November 2025

Limited further upside for sales.

UK Datanote: U.K. CBI Industrial Trends Survey, December 2025

• In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.

EZ Datanote: Advance EC Consumer Confidence, Eurozone, December 2025

In one line: Little holiday cheer for EZ households at year-end.

UK Datanote: Retail Sales, November 2025

• In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.

UK Datanote: U.K. Official House Price Index, October 2025

• In one line: Weak house price inflation in October means we cut our Q4 forecast. 

UK Datanote: UK Public Finances, November 2025

• In one line:Fiscal plans rest on shaky foundations.

UK Datanote: UK GfK Consumers' Confidence Survey, December 2025

• In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.

UK Datanote: UK MPC Decision and Minutes, December 2025

• In one line: Cautious cut, we see one more in April, but it will be another closely fought decision. 

EZ Datanote: ISTAT Business Confidence, Italy, December 2025

In one line: Consistent with a pick up in GDP growth in Q4.

EZ Datanote: GfK/NIM Consumer Confidence, Germany, January 2026

In one line: Little cheer for German consumers at turn of the year.