Pantheon Publications

UK Datanote: UK Car Registrations, January 2025

• In one line: Private car registrations fall eases in January; the trend should improve in 2025.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Industrial Production, France, December 2024

In one line: Poor, but output likely rebounded in January.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 5 February 2025: China's Caixin services activity slows

China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost

Duncan WrigleyChina+

PM Datanote: US JOLTS, December

Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.

Samuel TombsUS

Global Datanote: US ISM Manufacturing Survey, January

• Pre-tariff upturn probably will be fleeting.

Oliver Allen (Senior US Economist)Global

PM Datanote: US ISM Manufacturing Survey, January

Pre-tariff upturn probably will be fleeting.

Oliver Allen (Senior US Economist)US

Global Datanote: Economic activity index, Chile, December, 2024

• In one line: The recovery continues, and expect further good news in Q1. 

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Economic activity index, Chile, December, 2024

• In one line: The recovery continues, and expect further good news in Q1. 

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Final Manufacturing PMI, January 2025

• In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.

Rob Wood (Chief UK Economist)UK

EZ Datanote: PMIs, Switzerland, January 2025

In one line: Likely underestimating Swiss GDP growth still, and pointing to weaker inflation.

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Exports, Korea, January

In much better shape than the headline suggests

Duncan WrigleyChina+

Global Datanote: CPI, Indonesia, January

• In one line: A huge, albeit temporary, gift from the new government.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, January

• In one line: Not the best of starts to 2025.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 3 February 2025

Not the best of starts to 2025 for ASEAN manufacturing
A huge, albeit temporary, CPI gift from Indonesia’s new government

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin PMI holds up better than official index

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

Global Datanote: BanRep Announcement, Colombia, January, 2025

• In one line: On hold, as uncertainty has increased substantially.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: BanRep Announcement, Colombia, January, 2025

• In one line: On hold, as uncertainty has increased substantially.

Andrés Abadía (Chief LatAm Economist)Latin America