Pantheon Publications

PM Datanote: Economic activity index, Chile, August, 2025

• In one line: Activity loses momentum in August due mainly to weak mining.

EZ Datanote: PMIs, Switzerland, September 2025

In on line: Rebounding, but tariff-sensitive manufacturing is weakening.

Global Datanote: CPI, Indonesia, September

• In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.

Global Datanote: Trade, Indonesia, August

• In one line: Ignore the jump in the surplus; import demand is crashing.

Global Datanote: Manufacturing PMI, ASEAN, September

• In one line: A sturdy—but narrow—end-Q3 bump.

Global Datanote: Reserve Bank of India Decision, September 2025

• In one line: Pause continues, but further easing is still very much on the table.

PANTHEON EM ASIA DATA WRAP 1 October 2025

The RBI’s pause continues, but further easing is still very much on the table
A sturdy—but narrow—end-Q3 bump in ASEAN manufacturing
Ignore the August jump in Indonesia's surplus; import demand is crashing
Food inflation is firming up fast in Indonesia, but core disinflation is a strong anchor

PM Datanote: US Consumer Confidence, September 2025

Worsening job availability points to a further rise in the unemployment rate.

PM Datanote: US JOLTS, August 2025

Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.

PM Datanote: Industrial Production, Retail Sales, and Unemployment, Chile, August, 2025

• In one line: Retail and manufacturing support growth, labour market improving at the margin.

EZ Datanote: Advance Inflation, Germany, September 2025

In one line: Hot. 

EM Asia Datanote: Retail Sales, Thailand, July

• In one line: A collapse long in the making; still some way to go before growth falls back down to earth.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

EZ Datanote: State CPIs & Unemployment, Germany

In one line: Risks tilted to an upside surprise in the CPI; jobless claims should fall back next month.

UK Datanote: U.K. CBI Industrial Trends Survey, September 2025

• In one line: Manufacturing output will slowly recover in the coming months.

UK Datanote: UK Flash PMIs, September 2025

• In one line: The PMI cools in September but growth will still run at a healthy pace in Q3.

UK Datanote: UK National Accounts, Q2 2025

• In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.

UK Datanote: UK Money & Credit, August 2025

• In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.

EZ Datanote: Advance Inflation & INSEE Consumers' Spending, France, Sep/Aug 2025

In one line: Inflation up, but less than we expected; spending, ex-services is flat.

Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus