Pantheon Publications

PM Datanote: US Existing Home Sales, March 2024

This housing market recovery will be slow.

Oliver Allen (Senior US Economist)US

CHINA+ DATA WRAP 16 April 2024: Chinese GDP beats expectations

Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues

Duncan WrigleyChina+

PM Datanote: US Retail Sales, March

Consumption is still booming...for now.

Oliver Allen (Senior US Economist)US

UK Datanote: UK BRC Retail Sales, March 2024

• In one line: Early easter boosts March retail sales, growth will slow in April.

Rob Wood (Chief UK Economist)UK

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

• In one line: Growth beating the MPC's forecast and services inflation easing.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Retail Sales, EZ, February 2024

In one line: A German-led plunge.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: Industrial Production, and Retail Sales, Chile, February, 2024

• In one line: Underlying conditions are improving.

Andres Abadia (Senior International Economist)Latin America

EZ Datanote: Money Supply, EZ, Feb; ISTAT Confidence, Italy, Mar & Unemployment, Germany, Mar

In one line:  Improvement in money supply continues; Italian business confidence rises & German unemployment will climb further. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Germany, February 2024

In one line: Ouch.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US New Home Sales, February

Probably a blip in the uptrend

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Retail Sales, Taiwan, February

• In one line: Festive spending boosts sales growth. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: Bi-weekly CPI and IGAE, Mexico, March/January, 2024

• In one line: Poor economic activity will put a lid on inflation. 

Andres Abadia (Senior International Economist)Global

UK Datanote: U.K. Retail Sales, February 2024

In one line: Retail sales are on track to drag the economy out of recession in Q1.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Existing Home Sales, March

Unlikely to remain as strong as February

Oliver Allen (Senior US Economist)US

PM Datanote: Retail Sales, Mexico, January, 2024

• In one line: A poor start to the year, but conditions will improve soon.

Andres Abadia (Senior International Economist)Latin America

CHINA+ DATA WRAP 18 March 2024: industry powers on, as retail sales slow

China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam

Duncan WrigleyChina+

PM Datanote: Retail Sales, February 2024

Downward revisions and a muted February recovery signal an emerging consumer slowdown.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Retail Sales, EZ, January 2024

In one line: Disappointing.

Melanie Debono (Senior Eurozone Economist)Eurozone

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

• In one line: Rain stopped play, sales will recover.

Rob Wood (Chief UK Economist)UK

PM Datanote: ISM Manufacturing Survey, February

Disappointing but better times probably lie ahead

Oliver Allen (Senior US Economist)US