Pantheon Publications

EZ Datanote: GfK Consumer Confidence, Germany, May 2026

In one line: In the footsteps of the PMI and IFO.

PM Datanote: Unemployment and Economic activity index, Mexico, Mar/Feb, 2026

• In one line: Labour market holds up, but activity is weakening.

Global Datanote: Unemployment and Economic activity index, Mexico, March/February, 2026

• In one line: Labour market holds up, but activity is weakening.

EM Asia Datanote: Customs Trade, Thailand, March 2026

• In one line: A solid end to Q1 for two-way trade, but fundamental pressure on the THB is building.

PM Datanote: US S&P Global Composite PMI, April 2026

Core services inflation unlikely to accelerate sharply.

PM Datanote: Bi-weekly CPI and Retail Sales, Mexico, April/February, 2026

• In one line: Disinflation is slow, and demand is beginning to weaken.

EZ Datanote: Advance PMIs, Germany & Eurozone, April 2026

In one line: Stagflation is back, with a vengeance. 

Global Datanote: Advance PMIs, Germany & Eurozone, April 2026

In one line: Stagflation is back, with a vengeance. 

EZ Datanote: INSEE Business Confidence & Advance PMIs, France, April 2026

In one line: Downside risks are widening. 

Global Datanote: INSEE Business Confidence & PMIs, France, April 2026

In one line: Downside risks are widening. 

Global Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

PANTHEON EM ASIA DATA WRAP 23 April 2026

Indian PMIs rebounding on the back of the fragile ceasefire

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

• In one line: Underlying inflation accelerating tips the balance towards rate hikes if oil prices stay high, or limits the room for cuts if oil prices fall back.

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

• In one line: Stabilising jobs and unemployment fall challenges the MPC assessment of how fast the labour market was loosening.

UK Datanote: U.K. Official House Price Index, February 2026

• In one line: House price inflation to remain weak in 2026.

Global Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

EM Asia Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

PM Datanote: US Pending Home Sales, March 2026

Returning to last year’s average; a further recovery looks unlikely.

PM Datanote: US Retail Sales, March 2026

Initially resilient, but near-real time data now show gas price pain.