Pantheon Publications

EZ Datanote: Advance Inflation, Eurozone, May 2026

In one line: All set for a 25bp rate hike next week. 

UK Datanote: UK Money & Credit, April 2026

• In one line: Consumers and firms look solid in April even if some borrowing was front-running rate hikes.

CHINA+ DATA WRAP 2 June 2026: May Korea inflation rise makes July hike likely

In one line: Korea inflation rise in May makes July hike likely

Global Datanote: Trade, Indonesia, April 2026

• In one line: Commodity-price boost to two-way trade is finally here.

Global Datanote: CPI, Indonesia, May 2026

• In one line: Food drives the initial bounce-back.

Global Datanote: Manufacturing PMI, ASEAN, May 2026

• In one line: Manufacturing is finally starting to stabilise.

PANTHEON EM ASIA DATA WRAP 2 June 2026

ASEAN manufacturing is finally starting to stabilise
Food drives the initial bounce-back in Indonesian inflation
Commodity-price boost to Indonesian two-way trade is finally here

PM Datanote: US ISM Manufacturing Survey, May 2026

Supply chain disruptions providing a temporary boost to activity.

Global Datanote: ISM Manufacturing Survey, US, May 2026

• In one line: Supply chain disruptions providing a temporary boost to activity.

UK Datanote: U.K. Nationwide House Prices, May 2026

• In one line: House price inflation to gradually ease over the rest of the year.

UK Datanote: UK Final Manufacturing PMI, May 2026

• In one line: Manufacturing growth will slow as front-running unwinds, but price pressures are building.

UK Datanote: UK Public Finances, April 2026

• In one line: Downward revision to 2025/26 borrowing leaves little net news, but higher inflation will boost borrowing in the year ahead.

UK Datanote: Retail Sales, April 2026

• In one line: Limited fall in ex-petrol retail sales suggest consumption is slowing rather than collapsing.

UK Datanote: UK GfK Consumers' Confidence Survey, May 2026

• In one line:  Early May sample period leaves confidence looking too rosy.

UK Datanote: UK Flash PMIs, May 2026

• In one line: Sharp output downturn leaves MPC more likely to hold in July.

UK Datanote: U.K. Consumer Prices, April 2026

• In one line: Inflation scotches a June hike, but most of the downside surprise was in erratic components that will rebound.

UK Datanote: UK Labour Market Data, March / April 2026

• In one line: In one line: Sharp payrolls fall will be revised much stronger, but with wages weakening too the MPC will stay on hold in June.

Global Datanote: Industrial Production, India, April 2026

• In one line: A welcome bounce, as war risks continue to recede.

EM Asia Datanote: Industrial Production, India, April 2026

• In one line: A welcome bounce, as war risks continue to recede.

EZ Datanote: Retail Sales, Germany, April 2026

In one line: Poor, but risks are tilted towards an upward revision.