Pantheon Publications

EZ Datanote: Industrial Production, Italy, December 2024

In one line: Awful.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: US Employment, January

• In one line: Positive near-term revisions offset the subpar January print; a March easing is off the table.

Samuel TombsGlobal

PM Datanote: US CPI, January

Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsUS

Global Datanote: US CPI, January

• In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsGlobal

Global Datanote: January CPI & December IP, India

• In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: January CPI & December IP, India

• In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 February 2025

Indonesian sales boosted modestly by front-loading before the VAT rate hike

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Industrial Production, Mexico, December, 2024

• In one line: Under severe strain, and risks are tilted to the downside.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Inflation, Brazil, January, 2025

• In one line: Modest January pressures offer little relief to a challenging inflation outlook.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation, Brazil, January, 2025

• In one line: Modest January pressures offer little relief to a challenging inflation outlook.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US NFIB Small Business Optimism Survey, January

Post-Trump euphoria already starting to fade.

Oliver Allen (Senior US Economist)US

EZ Datanote: Sentix, Eurozone, February

In one line: Decent, but also behind the Trump-curve. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: UK Report on Jobs Survey, January 2025

• In one line: The labour market improved marginally in January but remains hobbled according to the REC.

Rob Wood (Chief UK Economist)UK

China+ Datanote: PPI, China, January

Producer prices extend their decline with broad price falls

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 February 2025: Headline inflation buoyed by holiday spending

China's headline consumer inflation buoyed by holiday travel and spending; underlying trend still weak for both consumer and producer prices

Duncan WrigleyChina+

PM Datanote: US Michigan Sentiment Survey, February

Tariffs worries continue to weigh on confidence.

Oliver Allen (Senior US Economist)US

PM Datanote: US Employment, January

Positive near-term revisions offset the subpar January print; a March easing is off the table.

Samuel TombsUS

Global Datanote: Banxico Announcement, Mexico, February, 2025

• In one line: A larger cut; improving inflation outlook allows for bolder action.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Banxico Announcement, Mexico, February, 2025

• In one line: A larger cut; improving inflation outlook allows for bolder action.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Inflation, Mexico, January, 2025

• In one line: A good start to the year, supporting further policy normalisation. 

Andrés Abadía (Chief LatAm Economist)Latin America