Pantheon Publications

China+ Datanote: Foreign Reserves, China, April

In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields  

Kelvin Lam (Senior China+ Economist)China+

EM Asia Datanote: Trade, Taiwan, April

• In one line: Export recovery still on track, despite weaker headlines.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Industrial Production, Spain, March

In one line: Weak, but output still rose in Q1 overall.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, March

In one line: German industry came out of recession in Q1, will it last?

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 8 May 2024

The H2 2023 recovery in Philippine sales hit a big speed-bump in Q1
Not the kind of deficit reduction we’d like to see

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: Construction PMI, April 2024

• In one line: Construction growth back with a bang.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Retail Sales, EZ, March 2024

In one line: Retail sales still went nowhere in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. Car Registrations, April 2024

• In one line: Weak private car sales suggest consumer caution.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: CPI, Taiwan, April

• In one line: Food disinflation offsets impact from electricity tariff rise.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Trade Balance, France, March

In one line: Deficit narrows again, to three-year low.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Factory Orders & Trade Balance, Germany, March

In one line: Orders not rising in line with surveys; trade balance in goods rebounds

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. BRC Retail Sales Monitor, April 2024

• In one line: A grim April but retail sales should recover as the weather improves.

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 7 May 2024: services recovery is gradually broadening out

Chinese services sector ploughs ahead

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 7 May 2024

April CPI stays unexpectedly within the BSP's target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. Money & Credit, March 2024

• In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK final services and composite PMI, April 2024

• In one line: Strengthening growth and slowing inflation, but watch the jump in input costs.

Rob Wood (Chief UK Economist)UK

PM Datanote: US ISM Services Survey, April

An ugly report, but don't call it stagflation. 

Oliver Allen (Senior US Economist)US

PM Datanote: US Employment, April

Soft all round, and likely weaker numbers ahead. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: Industrial Production, Brazil, March, 2024

• In one line: A solid end to Q1, and the outlook is benign

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Unemployment, Eurozone, March 2024

In one line: Still at a record low.

Melanie Debono (Senior Eurozone Economist)Eurozone