Pantheon Publications

Global Datanote: Inflation IPCA and Economic activity index, Brazil, March/February, 2025

• In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand. 

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA and Economic activity index, Brazil, March/February, 2025

• In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand. 

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Industrial Production, Mexico, February, 2025

• In one line: Solid February bounce, but underlying weakness remains

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Detailed Inflation, Germany, March 2025

In one line: Before the tariff shock; what happens next?

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: BCRP Rate Decision, Peru, 2025

• In one line: On hold amid global uncertainty, but door remains open to cut.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, US, March, 2025

• In one line: Tariffs will snatch defeat from the jaws of victory.

Samuel TombsGlobal

PM Datanote: US CPI, March

Tariffs will snatch defeat from the jaws of victory.

Samuel TombsUS

PM Datanote: US Weekly Jobless Claims, April 5

A much bigger rise in claims lies ahead.

Oliver Allen (Senior US Economist)US

EZ Datanote: Industrial Production, Italy, February 2025

In one line: Industry still supported Italian GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Retail Sales, Brazil, February, 2025

• In one line: Resilience masks broader risk of a slowdown.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Inflation, Mexico, March, 2025

• In one line: MXN depreciation clouds the outlook.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, March, 2025

• In one line: MXN depreciation clouds the outlook.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Reserve Bank of India Decision

• In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 9 April 2025

Expect at least two more consecutive 25bp cuts from the RBI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US NFIB Small Business Optimism Survey, March

Confidence crumbling even before "Liberation Day".

Oliver Allen (Senior US Economist)US

Global Datanote: Inflation, Chile, March, 2025

• In one line: Sticky due to temporary shocks.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation, Chile, March, 2025

• In one line: Sticky due to temporary shocks.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, Indonesia, March

• In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global