Pantheon Publications

PM Datanote: US ISM Manufacturing Survey, August 2025

Jump in new orders obscured underlying weakness.

Global Datanote: GDP, Second Quarter, Brazil, 2025

• In one line: Growth slows as capex falls, but services hold up. 

PM Datanote: GDP, Second Quarter, Brazil, 2025

• In one line: Growth slows as capex falls, but services hold up. 

Global Datanote: Advance Inflation, Eurozone, August 2025

• In one line: The end of September rate cut hopes. 

EZ Datanote: Advance Inflation, Eurozone, August 2025

In one line: The end of September rate cut hopes. 

UK Datanote: UK Money & Credit, July 2025

• In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.

UK Datanote: U.K. Nationwide House Prices, August 2025

• In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.

UK Datanote: UK Final Manufacturing PMI, August 2025

• In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.

EZ Datanote: Unemployment, Eurozone, July 2025

In one line: Down to a record low. 

Global Datanote: Export, Korea, August

• In one line: WDA-export growth holds up despite tariff ructions   

Global Datanote: Manufacturing PMIs, China, August

• In one line: Modest activity gains

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

Global Datanote: CPI, Indonesia, August

• In one line: Surprisingly soft all around.

Global Datanote: Trade, Indonesia, July

• In one line: Still-robust export growth is driving the trade surplus to its highest in years.

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August

EM Asia Datanote: GDP, India, Q2

• In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.

EM Asia Datanote: Retail Sales, Thailand, June

• In one line: Ignore the June bounce; consumption is still very much slowing.

EZ Datanote: Retail Sales, Germany, July 2025

In one line: Hinting at a fall in Q3. 

CHINA+ DATA WRAP 29 August 2025: Tokyo inflation falls

In one line: Tokyo inflation fall mainly due to energy subsidies

PANTHEON EM ASIA DATA WRAP 29 August 2025

Very mixed start to Philippine two-way trade at the start of Q3