Pantheon Publications

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

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

• In one line: Underlying conditions are improving.

Andres Abadia (Senior International Economist)Latin America

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

PM Datanote: US Personal Income and Spending, January

One spike in the core deflator after three very small increases does not change the trend.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EM Asia Datanote: Q4 GDP and January Core Production, India

• In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Personal Income and Spending, December

Core inflation falling steadily across all three components.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

Global Datanote: Bi-weekly CPI and Economic activity index, Mexico, January/November

• In one line: Poor economic activity and soft core inflation pressures.

Andres Abadia (Senior International Economist)Global

PM Datanote: Bi-weekly CPI and Economic activity index, Mexico, January/November

• In one line: Poor economic activity and soft core inflation pressures.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: U.S. Personal Income and Spending, November

Sequentual core inflation is now almost at target pace.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. Personal Incomes and Spending/Jobless Claims

Core inflation is falling; spending is softening.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EM Asia Datanote: Q3 GDP and October Core Production, India

• In one line: Q3 was better than Q2, but the headline continues to be flattered absurdly by statistical discrepancies.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: U.S. Personal Income and Spending, September

Spending spike won't persist; core services inflation not yet beaten.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: U.K. Retail Sales, September, and GfK Consumer's Confidence Survey, October

• In one line: Temporary fall driven by warmer-than-usual weather.

UK