Pantheon Publications

PANTHEON EM ASIA DATA WRAP 23 June 2026

India's June PMIs show immediate relief on prices post-MoU, not so much for activity
Singapore's inflation shock seems to have already faded

EM Asia Datanote: Core IP, India, May 2026

• In one line: Hit mainly by refined oil products, but overall momentum is sagging.

Global Datanote: 20 Day Exports, Korea, June

• In one line: Korea's exports flying thanks to chip prices

CHINA+ DATA WRAP 22 June 2026: Korea's exports are flying thanks to chip sales

In one line: Korea's exports continue to surge thanks to chip shipments, notably soaring prices

Global Datanote: CPI, Japan, May

• In one line: Deputy Governor Himono warns of potential inflation overshoot

CHINA+ DATA WRAP 19 June 2026: BoJ signalling scope for faster rate hikes

In one line: Consumer inflation was flat at 1.4% in May, but producer inflation jumped. Deputy Governor Himono warns that inflation could overshoot the 2% target. 

PANTHEON EM ASIA DATA WRAP 19 June 2026

Inflation risks seems to have passed in Malaysia
Export growth soars, once again

EM Asia Datanote: Central Bank of China (Taiwan) Decision, June 2026

• In one line: A hold, as widely expected.

EM Asia Datanote: Bank Indonesia Decision, June 2026

• In one line: An insurance hike, on top of last week's off-cycle insurance hike.

Global Datanote: Bank Indonesia Decision, June 2026

• In one line: An insurance hike, on top of last week's off-cycle insurance hike.

Global Datanote: Bangko Sentral ng Pilipinas Decision, June 2026

• In one line: Still anxious about inflation, in spite of recent positive developments.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, June 2026

• In one line: Still anxious about inflation, in spite of recent positive developments.

Global Datanote: Economic Activity Index, Brazil, April, 2026

• In one line:  Activity holds up, but signs of cooling are emerging.

PM Datanote: Economic Activity Index, Brazil, April, 2026

• In one line:  Activity holds up, but signs of cooling are emerging.

UK Datanote: U.K. Consumer Prices, May 2026

• In one line: Focus on services strength rather than a headline rate dragged down by surprising food and goods inflation slowing.

UK Datanote: U.K. Official House Price Index, April 2026

• In one line: Base effects flatter April house prices, activity will grind down in the coming months.

PANTHEON EM ASIA DATA WRAP 17 June 2026

Singapore's NODX growth reaches a new high

PM Datanote: Retail Sales, Brazil, April, 2026

• In one line: Q2 starts weak due to tight financial conditions.

CHINA+ DATA WRAP 16 June 2026: China's domestic demand spluttering

In one line: Retail sales weakened further; FAI data plagued by falsification issues again; Industrial output supported by exports