Pantheon Publications

PM Datanote: Retail Sales and Industrial Production, Chile, April, 2025

• In one line: Retail softens in April, but growth momentum is holding up.

EM Asia Datanote: GDP, India, Q1

• In one line: Boosted by investment, which can’t be relied upon post-“Liberation Day”.

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

EM Asia Datanote: Retail Sales, Thailand, March

• In one line: Disregard completely; household spending is still weakening.

EZ Datanote: Retail Sales, Germany, April 2025

In one line: Consumption growth will slow in Q2. 

PANTHEON EM ASIA DATA WRAP 30 May 2025

The April collapse in Philippine imports in context

PM Datanote: US Pending Home Sales, April

Tariff uncertainty comes for the housing market.

EZ Datanote: ISTAT Confidence, Italy, May 2025

In one line: Still consistent with slight slowdown in growth in Q2. 

EZ Datanote: Retail Sales, Spain, April 2025

In one line: Stronger than the increase in goods spending in France. 

EZ Datanote: Unemployment, Germany, May & ECB Inflation Expectations, EZ, April 2025

In one line: EZ inflation expectations jumped on the eve of the tariff shock. 

EZ Datanote: INSEE Consumers' Spending, France, April 2025

In one line: Falling energy consumption will weigh on spending in Q2.

UK Datanote: Retail Sales, April 2025

• In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.

PM Datanote: US Consumer Confidence, May

Consumers breathe a sigh of relief, but the labor market still is softening.

UK Datanote: UK GfK Consumers' Confidence Survey, May 2025

• In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.

UK Datanote: UK Flash PMIs, May 2025

• In one line: PMI rebounds as uncertainty fades, and drop in price balances helps the MPC.

PM Datanote: US Durable Goods Orders, April

Equipment investment is set to fall sharply.

UK Datanote: UK Public Finances, April 2025

• In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.

UK Datanote: U.K. CBI Industrial Trends Survey, May 2025

• In one line: Manufacturing activity remains weak according to the CBI, it will remain so for some time to come.

PM Datanote: Inflation IPCA-15, Brazil, May, 2025

• In one line: Inflation eases slightly, but risks persist.

EZ Datanote: Advance Inflation, France, May 2025

In one line: The gift that keeps on giving to ECB doves.