Pantheon Publications

EM Asia Datanote: Bank of Thailand Decision

• In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Consumer Confidence, February

Finally smelling the coffee.

Samuel TombsUS

PM Datanote: Inflation IPCA-15, Brazil, February

• In one line: Undershooting expectations, but the outlook remains difficult.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Detailed GDP, Germany, Q4-24

In one line: Stung by plunge in net exports; consumption is now growing, but weakly.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: BoK Decision, Korea, February

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 February 2025: Governor Rhee signals more rate cuts

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

PM Datanote: Bi-weekly CPI, Mexico, February, 2025

• In one line: Underlying inflation pressures remain under control.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Detailed Inflation, Eurozone, January 2025

In one line: A local high, but still no perfect landing at 2%. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Detailed Inflation, Eurozone, January 2025

In one line:  A local high, but still no perfect landing at 2%. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: IFO BCI, Germany, February 2025

In one line: Steady; not a reflection of firms’ attitudes to election result.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US S&P Global Composite PMI, February

Decision-making on hold until the federal policy outlook becomes clearer.

Samuel TombsUS

PM Datanote: US Existing Home Sales, January

Home sales set to slump in Q1.

Oliver Allen (Senior US Economist)US

Global Datanote: Final GDP, Mexico, Q4, 2024

• In one line: A bad end to the year, and downside risks have increased.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Final GDP, Mexico, Q4, 2024

• In one line: A bad end to the year, and downside risks have increased.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: Retail Sales, January 2025

• In one line:Retail sales recover from pre-Budget worries, more gains lie ahead as wages rise solidly.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, January 2025

• In one line:Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, February 2025

• In one line: Growth is weak but has bottomed while price pressures remain stubborn.

Rob Wood (Chief UK Economist)UK

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

• In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.

Rob Wood (Chief UK Economist)UK

Global Datanote: Flash PMIs, Eurozone, February 2025

In one line: Held back by weakness in France. 

Melanie Debono (Senior Eurozone Economist)Global