Pantheon Publications

EM Asia Datanote: Trade, India, September 2025

• In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.

EZ Datanote: Industrial Production, Eurozone, August 2025

In one line: Down sharply; unsurprising given drop in German output.

EZ Datanote: Final Inflation, France, September 2025

In one line: Mostly base effects, the trend remains subdued.

PM Datanote: US NFIB Small Business Optimism Survey, September 2025

Rock-bottom response rate casts doubt over reliability.

EZ Datanote: ZEW, Germany, October 2025

In one line: Investors think things will get worse before they get better in Germany.

EM Asia Datanote: WPI, India, September 2025

• In one line: Flirting with outright deflation, which looks likely in the next two reports.

UK Datanote: UK Labour Market Data, August / September 2025

• In one line: Weaking wage growth makes this a dovish release, but the underlying story is a stabilising labour market with jobs no longer falling.

EZ Datanote: Final Inflation, Germany, September 2025

In one line: Rising, but not the start of a sustained pick-up.

UK Datanote: U.K. BRC Retail Sales Monitor, September 2025

• In one line: Retail sales holding up given a tube shutdown and wet weather in September.

Global Datanote: CPI, India, September 2025

• In one line: Food & beverage deflation is back, and will likely deepen this month.

EM Asia Datanote: CPI, India, September 2025

• In one line: Food & beverage deflation is back, and will likely deepen this month.

PM Datanote: US Michigan Sentiment Survey, October 2025

Shutdown hit limited for now, but strong headwinds remain.

UK Datanote: UK Report on Jobs Survey, September 2025

• In one line: Payroll falls will ease as tax hike hit begins to fade.

EZ Datanote: Industrial Production, Italy, August 2025

In one line: EZ manufacturing fell flat on its face in August.

Global Datanote: CPI, Mexico, September, 2025

• In one line: Disinflation holds, but core pressures persist.

Global Datanote: CPI, Brazil, September, 2025

• In one line: Inflation rises marginally, but disinflation remains on track.

PM Datanote: CPI, Mexico, September, 2025

• In one line: Disinflation holds, but core pressures persist.

Global Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

• In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

• In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

UK Datanote: UK RICS Residential Market Survey, September 2025

• In one line: Budget uncertainty will keep housing market weak until November.