Pantheon Publications

China+ Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: IFO BCI, Germany, June 2025

In one line: At a one-year high, but still consistent with slower growth. 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. Official House Price Index, April 2025

• In one line: House prices fall in April, but the market will recover quickly.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, May 2025

• In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, May 2025

• In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, June 2025

• In one line: Consumers’ confidence inches up, but it will be tested over the summer.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Existing Home Sales, May

Sales likely to continue to stagnate.

Oliver Allen (Senior US Economist)US

Global Datanote: Economic activity index and retail sales, Mexico, April, 2025

• In one line: Solid start to Q2, but consumption faces headwinds.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Economic activity index and retail sales, Mexico, April, 2025

• In one line: Solid start to Q2, but consumption faces headwinds.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK MPC Decision and Minutes, June 2025

• In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes. 

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, May 2025

• In one line:Retail sales tank in May but will rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, June 2025

• In one line: Activity rises and price pressures fall, but geopolitical stress a rising worry.

Rob Wood (Chief UK Economist)UK

Global Datanote: Flash PMIs, Eurozone, June 2025

In one line: Holding steady.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Flash PMIs, EZ, June 2025

In one line: Holding steady

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Flash PMIs, Germany, June 2025

In one line: Are we too downbeat on Germany?

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Flash PMIs, Germany, June 2025

In one line: Are we too downbeat on Germany?

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Flash PMIs, France, June 2025

In one line: Stuck in the mud, but also underestimating growth.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Flash PMIs, France, June 2025

In one line: Stuck in the mud, but also underestimating growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 23 June 2025

A strong finish to India’s Q2, if June's flash PMIs hold

Miguel Chanco (Chief EM Asia Economist)Emerging Asia