Pantheon Publications

US Jobless Claims

Underlying claims rising only slowly for now, but expect a faster deterioration ahead. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: CPI, Mexico, July, 2024

• In one line: Non-core pressures drive significant gains, offsetting the good news in core.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, Mexico, July, 2024

• In one line: Non-core pressures drive significant gains, offsetting the good news in core.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Chile, July, 2024

• In one line: Inflation rebounds driven by rising electricity tariffs.

Andrés Abadía (Chief LatAm Economist)Latin America

EM Asia Datanote: Trade Balance, Taiwan, July

• In one line: Two-tier recovery in exports continues.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

UK Datanote: UK Report on Jobs Survey, July 2024

• In one line: Jobs market rebounding but wage growth stays soft for now.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, July 2024

• In one line: House price inflation edged down in July, but will accelerate as mortgage rates fall.

Rob Wood (Chief UK Economist)UK

Global Datanote: Reserve Bank of India Decision

• In one line: Keeping up the inflation-fighting talk.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 8 August 2024

Ignore the consensus-matching Q2 y/y print, Philippine consumption is in recession
The RBI keeps up the inflation-fighting talk
Malaysian fuel sales take a hit from subsidy removal

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Trade Balance, France, June 2024

In one line: Boosted by a leap in exports

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade Balance, July 2024

In one line: Recessionary, but what’s happening in consumption?

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 7 August 2024

Thai inflation will return to the target range in the next few months
Sales volumes in the Philippines suffer a second straight q/q drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: Construction PMI, July 2024

• In one line: The Construction PMI roars ahead.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Factory Orders, Germany, June 2024

In one line: Relief, but it will be short-lived.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, EZ, June 2024

In one line: Sales fell, but German data are missing again.

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: CPI, Taiwan, July

• In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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

• In one line: Retail sales return to growth in July.

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 6 August 2024: Japan's wages surge driven by bonuses

Japan's wages surge appears driven by bonuses

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 6 August 2024

First BSP rate cut delayed to October
The net trade story will be painful for the Philippines' upcoming Q2 GDP report

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Final Services and Composite PMI, July 2024

• In one line: The PMI signals steady growth now and a stronger expansion to follow.

Rob Wood (Chief UK Economist)UK