Pantheon Publications

EM Asia Datanote: Retail Sales, Thailand, March

• In one line: An inevitable return to the red.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Advance Inflation & Consumers' Spending, May/Apr 2024

In one line: The HICP comes in hot; April spending dented by Easter seasonals.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. Nationwide House Prices, May 2024

• In one line: House prices are resisting the mortgage rate rise.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Retail Sales, Germany, April 2024

In one line: Disappointing, but don’t write off Q2 consumption just yet.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US Pending Home Sales, April

A housing market recovery is still some way off.

Oliver Allen (Senior US Economist)US

PM Datanote: US GDP Second Estimate/Advance Goods Trade

GDP details better than the headline, but growth is slowing.

Oliver Allen (Senior US Economist)US

EZ Datanote: Unemployment & EC Sentiment, EZ, Apr/May 2024

In one line: The EZ labour market is in a good spot.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, May 2024

In one line: Jump in services inflation stands out like a sore thumb.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: German State CPIs & EZ Money Supply, May/April 2024

In one line: German core and headline inflation rebounded in May.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK & INSEE Consumer Confidence, GER & FRA, June/May

In one line: Looking up in Germany, but stalling in France.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US Consumer Confidence, May

A decent bounce, but the headwinds to consumption are mounting.

Oliver Allen (Senior US Economist)US

Global Datanote: Banxico Announcement, Mexico, June, 2024

• In one line: On hold, but rate cuts will resume soon, assuming the MXN stabilises.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: US Durable Goods Orders, April

Better headline numbers, but the underlying trend is still weak.

Oliver Allen (Senior US Economist)US

Global Datanote: BCCh Rate Decision, Chile, May, 2024

• In one line: Gradual rate cuts ahead; data to guide pace.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: BCCh Rate Decision, Chile, May, 2024

• In one line: Gradual rate cuts ahead; data to guide pace.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: U.K. GfK Consumers' Confidence Survey, April 2024

• In one line: Consumers will spend more as their financial situation improves.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Flash PMIs, April 2024

• In one line: The PMI points to growth well in excess of MPC forecasts and robust inflation pressure.

Samuel TombsUK

UK Datanote: U.K. Flash PMIs, May 2024

• In one line: Strong April services inflation was just a flash in the pan according to the PMI.

Samuel TombsUK

UK Datanote: U.K. GfK Consumers' Confidence Survey, May 2024

• In one line: Strengthening real wage growth drives a consumer upturn.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, April 2024

• In one line: Retail sales will bounce back from April's collapse as consumer confidence improves.

Rob Wood (Chief UK Economist)UK