Pantheon Publications

China+ Datanote: Exports, Korea, May

In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: US ISM Manufacturing Survey, May

Manufacturing recovery fizzling out before it has even begun.

Oliver Allen (Senior US Economist)US

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

• In one line: Under pressure on a sequential basis.

Andrés Abadía (Chief LatAm Economist)Global

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

• In one line: Under pressure on a sequential basis.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Mexican Presidential Elections, Early Results, 2024

• In one line: A landslide victory for Ms Sheinbaum.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Final Manufacturing PMI, May 2024

• In one line: Manufacturing growth leaps and feeds through to modest price inflation.

Rob Wood (Chief UK Economist)UK

May 2024 - U.K. Housing Watch

LATER RATE CUTS SLOW THE HOUSING MARKET RECOVERY...

• ...WE EXPECT HOUSE PRICES TO RISE ONLY 3% IN 2024

Rob Wood (Chief UK Economist)UK

May 2024 - UK Chartbook

PERSISTENCE PERSISTS...

• ...THE MPC WILL CUT IN AUGUST, THEN ONCE A QUARTER

Rob Wood (Chief UK Economist)UK

May 2024 - Latin America Chartbook

LATAM RECOVERY REMAINS SUBPAR...

• ...BUT LOW INFLATION IS ALLOWING GRADUAL INTEREST RATE CUTS

Andrés Abadía (Chief LatAm Economist)Latin America

May 2024 - EZ Economic Chartbook

THE FIRST ECB RATE CUT IS COMING...

• …BUT A JULY CUT IS OUT, AND SEPTEMBER IS AT RISK TOO

Claus Vistesen (Chief Eurozone Economist)Eurozone

May 2024 - Emerging Asia Chartbook

TAIWAN’S PUNCHY Q1 GDP IS AS GOOD AS IT’LL GET

• …ELECTION TAILWINDS IN INDONESIA’S Q1 ARE IRREPLICABLE

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

May 2024 - China+ Chartbook

• - CHINA GETS SERIOUS ABOUT PROPERTY SECTOR SUPPORT
• - BOJ CAUGHT BETWEEN A ROCK AND A HARD PLACE
• - BOK LIKELY TO DELAY RATE RISE AMID EXPORT BOOM

Duncan WrigleyChina+

EZ Datanote: Final Manufacturing PMIs, Eurozone, May 2024

In one line: Rebounding, slowly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Caixin PMI, China, May

Caixin Manufacturing PMI, China, May

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 3 June 2024

Food disinflation in Indonesia is intensifying

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Official Manufacturing PMI, China, May

In one line: China's NBS PMIs surprised to the downside

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 May 2024: April's industrial profits show slower recovery

April's industrial profits show slower recovery due to protracted reflation cycle

Kelvin Lam (Senior China+ Economist)China+