Pantheon Publications

EZ Datanote: ZEW, Germany, May 2025

In one line: Investor sentiment rebounds. 

UK Datanote: UK RICS Residential Market Survey, April 2024

• In one line: The housing market slowdown will be temporary according to the RICS.

UK Datanote: UK MPC Decision and Minutes, May 2025

• In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year. 

UK Datanote: Bank of England Decision Maker Panel, April 2025

• In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.

PM Datanote: US Productivity, Q1

Mismeasurement likely distorting the Q1 numbers; underlying trend solid.

Global Datanote: Inflation, Brazil, April, 2025

• In one line: Inflation steady in April, but underlying pressures persist, for now.

PM Datanote: Inflation IPCA, Brazil, April, 2025

• In one line: Inflation steady in April, but underlying pressures persist, for now.

EZ Datanote: Industrial Production, Italy, March 2025

In one line: Industry will likely support GDP again in Q2, but downside risks remain.

PM Datanote: BCRP Rate Decision, Peru, May, 2025

• In one line: BCRP resumes easing, citing stable inflation.

Global Datanote: Inflation, Mexico, April, 2025

• In one line: Underlying pressures remain in check, despite a bad start to Q2.

PM Datanote: CPI, Mexico, April, 2025

• In one line: Underlying pressures remain in check, despite a bad start to Q2.

Global Datanote: Inflation, Chile, April, 2025

• In one line: Disinflation resumes, and the near-term outlook remains benign.

PM Datanote: CPI, Chile, April, 2025

• In one line: Disinflation resumes, and the near-term outlook remains benign.

EZ Datanote: Industrial Production, Spain, March 2025

In one line: Decent, and strength likely to continue for now. 

EZ Datanote: Industrial Production & Trade Balance, Germany, March 2025

In one line: Soaring; Q1 GDP growth on track for an upward revision. 

PANTHEON EM ASIA DATA WRAP 8 May 2025

Huge bounce in Philippine imports masks a broad-based Q1 improvement

Global Datanote: Monetary policy meeting, Brazil, April, 2025

• In one line: COPOM slows pace; signals prolonged hold on rates.

PM Datanote: Monetary policy meeting, Brazil, April, 2025

• In one line: COPOM slows pace; signals prolonged hold on rates.

EZ Datanote: Retail Sales, EZ, March 2025

In one line: Still trending sideways, as they have since November. 

UK Datanote: Construction PMI, April 2025

• In one line: The Construction PMI improves but signals falling activity, it will remain weak for some time.