Pantheon Publications

EZ Datanote: Construction, Eurozone, April 2025

In one line: A decent start to Q2. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: SNB Rate Decision, Q2 2025

In one line: We were wrong; SNB opts for another small cut.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: SNB Rate Decision, Q2 2025

In one line: We were wrong; SNB opts for another small cut.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Rightly unfazed, for now, by the upswing in oil prices.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Rightly unfazed, for now, by the upswing in oil prices.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

• In one line: COPOM surprises with a 25bp hike but signals a pause.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Monetary policy meeting, Brazil, June 2025

• In one line: COPOM surprises with a 25bp hike but signals a pause.

Andrés Abadía (Chief LatAm Economist)Latin America

CHINA+ DATA WRAP 19 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

Duncan WrigleyChina+

Global Datanote: Final Inflation, Eurozone, May 2025

In one line: A September cut is still on, but the ECB will end up regretting it. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Final Inflation, Eurozone, May 2025

In one line:  A September cut is still on, but the ECB will end up regretting it. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Bank Indonesia Decision

• In one line: Sticking to the gradualist approach, for now.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision

• In one line: Sticking to the gradualist approach, for now.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 17 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 18 June 2025

Export front-running in Thai exports is still going strong

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US NAHB Housing Market Index, June

Demand still falling amid high mortgage rates and elevated uncertainty.

Samuel TombsUS

PM Datanote: US Retail Sales, May

Underlying sales volumes holding up...for now.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, May

Holding on to Q1's gains, for now.

Samuel TombsUS

EZ Datanote: ZEW, Germany, June 2025

In one line:  Investor sentiment continues to rise. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: Trade, India, May

• In one line: Led by an overdue correction in oil imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

• In one line: No material change—yet—to the outlook for continued fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia