Pantheon Publications

EZ Datanote: IFO Business Climate Indicator, Germany, March 2026

In one line: Achtung!

PM Datanote: US S&P Global Composite PMI, March 2026

Energy shock adding to the headwinds for growth and employment.

Global Datanote: Bi-weekly CPI and EAI, Mexico, March/January, 2026

• In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

PM Datanote: Bi-weekly CPI and Economic activity index, Mexico, March/January, 2026

• In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

EM Asia Datanote: Retail Sales, Taiwan, February

• In one line: Q1 consumption remains firm.

EM Asia Datanote: Customs Trade, Thailand, February 2026

• In one line: Fundamental downward pressure on the THB is building rapidly.

Global Datanote: Flash Manufacturing PMI, Japan, March

• domestic demand weakened, while manufacturers’ sentiment was resilient

Global Datanote: National CPI, Japan, February

• In one line: In one line: inflation fell in February, ahead of oil price surge

CHINA+ DATA WRAP 24 March 2026: Japan's inflation fell, ahead of oil price surge

In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level

PANTHEON EM ASIA DATA WRAP 24 March 2026

Iran war, unsurprisingly, hits India's PMIs immediately

EZ Datanote: Flash EC Consumer Confidence, Eurozone, March 2026

In one line: Initial hit from Trump’s war is worse for EZ sentiment than his tariffs. 

Global Datanote: 20-Day Exports, Korea, March 2026

• In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

CHINA+ DATA WRAP 23 March 2026: Korean exports jump, thanks to chip sales

In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

PANTHEON EM ASIA DATA WRAP 23 March 2026

Inflation broadly accelerating in Singapore in Q1

UK Datanote: UK Labour Market Data, January / February 2026

• In one line: Slowing pay growth keeps the bar to a hike high, but payrolls show the labour market rebounding ahead of the Iran war.

UK Datanote: UK MPC Decision and Minutes, March 2026

• In one line: MPC surprises market hawkishly, guidance symmetric but more open to hikes than expected.

UK Datanote: U.K. CBI Industrial Trends Survey, March 2026

• In one line: War in the Middle East will hit sentiment in the manufacturing sector hard.

UK Datanote: UK Public Finances, February 2026

• In one line:The public finances will be hit hard if high energy prices persist for long.