Pantheon Publications

PM Datanote: US Weekly Jobless Claims, May 17

 Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.

PM Datanote: Final GDP and Bi-weekly CPI, Mexico, Q1/May, 2025

• In one line: Mexico’s economy outperforms in Q1, but risks loomlarge.

PANTHEON EM ASIA DATA WRAP 22 May 2025

Indian services push the Q2 recovery forward in May

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

• In one line: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.

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

• In one line: Inflation should run around 3.5% for the rest of the year, although an Easter boost means the April headline exaggerates the strength a little.

Global Datanote: Bank Indonesia Decision

• In one line: Back in business; at least 75bp in more cuts to come this year.

EM Asia Datanote: Bank Indonesia Decision

• In one line: Back in business; at least 75bp in more cuts to come this year.

EM Asia Datanote: Core Industries, India, April

• In one line: An abysmal start to Q2, but support from energy has been fading for a few months.

Global Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

EZ Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

PANTHEON CHINA+ DATA WRAP Dec-31-CN-PMI

• In one line: China's PMI data offers little cause for celebration

Global Datanote: Economic activity index, Brazil, March, 2025

• In one line: Q1 surge driven by agriculture; broader gains show resilience.

PM Datanote: Economic activity index, Brazil, March, 2025

• In one line: Q1 surge driven by agriculture; broader gains show resilience.

PM Datanote: GDP, Chile, Q1, 2025

• In one line: Q1 growth solid, but momentum set to ease.

CHINA+ DATA WRAP 19 May 2025: Broad cooling in China's April activity growth

China to stick to targeted easing, despite broad cooling in April activity growth

PANTHEON EM ASIA DATA WRAP 19 May 2025

Pre-“Liberation Day” anxieties were there for all to see in Thailand’s Q1

PM Datanote: US Michigan Sentiment Survey, May

 Extremely low response rate and partisan divide raise questions over reliability.

PM Datanote: US NAHB Housing Market Index, May

 Pointing to a sharp fall in new home sales & residential construction.