Pantheon Publications

PM Datanote: BanRep Announcement, Colombia, March 2026

• In one line: BanRep hikes again, doubling down on credibility.

UK Datanote: U.K. Official House Price Index, January 2026

• In one line: House price inflation has further to drop as the Iran War dents sentiment and boosts borrowing costs.

UK Datanote: Retail Sales, February 2026

• In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.

UK Datanote: UK GfK Consumers' Confidence Survey, March 2026

• In one line: Consumers’ confidence has further to fall in 2026.

UK Datanote: UK Money & Credit, February 2026

• In one line: Households and businesses on solid financial footing heading into the energy price shock.

UK Datanote: U.K. Nationwide House Prices, March 2026

• In one line: The housing market will weaken over the course of 2026.

PM Datanote: US JOLTS / Consumer Confidence

No sign of the labor market turning a corner.

Global Datanote: Advance Inflation, Eurozone, March 2026

In one line: The stagflation shock is underway. 

EZ Datanote: Unemployment, Germany, March 2026

In one line: Stable, but renewed risks now loom. 

EZ Datanote: Advance Inflation & Consumers' Spending, France, March/February 2026

In one line: Risks tilted to upside for EZ inflation; spending stung by weakness in both core and energy. 

EM Asia Datanote: Retail Sales, Thailand, January 2026

• In one line: Underlying spending growth was still in recovery mode pre-Iran war.

EZ Datanote: Retail Sales, Germany, February 2026

In one line: Slowing before the energy shock. 

PM Datanote: NBS Manufacturing PMI, China, March

In one line:  China’s manufacturing PMI buoyed by post-holiday seasonality; oil price shock hits input prices

CHINA+ DATA WRAP 31 March 2026: China's manufacturing activity resilient

In one line: China's manufacturing activity resilient, despite jump in energy-related costs

EZ Datanote: Advance Inflation, Germany, March 2026

In one line: Up and away, and more gains are coming. 

Global Datanote: Industrial Production, India, February 2026

• In one line: Likely as good as we’ll get in H1, if not 2026 at large.

EM Asia Datanote: Industrial Production, India, February 2026

• In one line: Likely as good as we’ll get in H1, if not 2026 at large.

EZ Datanote: EC ESI, Eurozone, March 2026

In one line: A hawkish signal for the ECB. 

EZ Datanote: State CPIs, Germany, March 2026

In one line: German inflation on track to overshoot the consensus today, slightly.