Pantheon Publications

PANTHEON EM ASIA DATA WRAP 20 May 2026

Brace for more eye-wateringly strong export growth in Malaysia.

PM Datanote: US Pending Home Sales, April 2026

No end in sight for the housing slump.

PANTHEON EM ASIA DATA WRAP 19 May 2026

Unsurprising up-tick in Malaysian inflation.

PM Datanote: US NAHB Housing Market Index, May 2026

Rising mortgage rates and low confidence are stifling demand.

PM Datanote: GDP, Chile, Q1, 2026

• In one line: External weakness and mining dragged GDP lower in Q1.

Global Datanote: Economic Activity Index, Brazil, March, 2026

• In one line: Activity softened at the end of Q1.

PM Datanote: Economic Activity Index, Brazil, March, 2026

• In one line: Activity softened at the end of Q1.

PANTHEON EM ASIA DATA WRAP 18 May 2026

Thai growth sees a natural payback from the interim government pop
Analysts were also too gloomy on Singapore exports 

CHINA+ DATA WRAP 18 May 2026: China hits a speed bump in April

In one line: April's weak economic data due to energy shock and severe weather

PM Datanote: US Industrial Production / Empire State Survey

Supply-chain risks prompting a rush of activity and greater price pressures.

EM Asia Datanote: Trade, India, April 2026

• In one line: Some reassuring developments, but take the y/y leaps with a pinch of salt.

Global Datanote: BCRP Rate Decision, Peru, May, 2026

• In one line: Inflation persistence is becoming harder for the BCRP to dismiss.

PM Datanote: BCRP Rate Decision, Peru, May, 2026

• In one line: Inflation persistence is becoming harder for the BCRP to dismiss.

UK Datanote: U.K. BRC Retail Sales Monitor, April 2026

• In one line: Early Easter exaggerates the fall, but it was a weak reading nonetheless.

UK Datanote: UK GDP March 2026

• In one line: Noise exaggerates growth, but GDP was nonetheless solid heading into the Iran War.

UK Datanote: UK International Trade, March 2026

• In one line: Few signs of a spillover from higher energy prices into core import costs, yet.

UK Datanote: UK RICS Residential Market Survey, April 2026

• In one line: House price inflation to remain weak in 2026 as higher interest costs bite.

UK Datanote: UK Report on Jobs Survey, April 2026

• In one line: Uncertainty hits permanent hiring, but vacancies improve, suggesting the job market is holding up.

PM Datanote: US PPI, April 2026

Margins are unlikely to remain this high for long.

PM Datanote: US Retail Sales, April 2026

Strength in sales likely to unwind as tax refunds taper off.