Pantheon Publications

PM Datanote: US CPI, March

Tariffs will snatch defeat from the jaws of victory.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, April 5

A much bigger rise in claims lies ahead.

Oliver Allen (Senior US Economist)US

EZ Datanote: Industrial Production, Italy, February 2025

In one line: Industry still supported Italian GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Retail Sales, Brazil, February, 2025

• In one line: Resilience masks broader risk of a slowdown.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Inflation, Mexico, March, 2025

• In one line: MXN depreciation clouds the outlook.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, March, 2025

• In one line: MXN depreciation clouds the outlook.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Reserve Bank of India Decision

• In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 9 April 2025

Expect at least two more consecutive 25bp cuts from the RBI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US NFIB Small Business Optimism Survey, March

Confidence crumbling even before "Liberation Day".

Oliver Allen (Senior US Economist)US

Global Datanote: Inflation, Chile, March, 2025

• In one line: Sticky due to temporary shocks.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation, Chile, March, 2025

• In one line: Sticky due to temporary shocks.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, Indonesia, March

• In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 8 April 2025

Short-lived, policy-induced deflation in Indonesia is over
How high can Philippine sales go before they hit a ceiling?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Retail Sales, EZ, February 2025

In one line: Rebounding as expected; will global trade war hurt consumers? 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Sentix, Eurozone, April 2025

In one line:  Plunging, reflecting market rout. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, Germany, February

In one line: German industry likely had a great Q1, but what awaits in Q2? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 7 April 2025: China's reserves ex valuation effects fell

China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption

Duncan WrigleyChina+

Global Datanote: Employment, US, March 2025

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsGlobal