Pantheon Publications

PM Datanote: US NAHB Housing Market Index, November 2025

Dip in mortgage rates providing only a small tailwind.

PM Datanote: GDP, Chile, Q3, 2025

• In one line: Momentum fades as mining weakens, while domestic demand holds firm.

UK Datanote: UK GDP September 2025

• In one line:Weak growth seals a December rate cut, but be careful because underlying growth is better than the headline.

UK Datanote: UK International Trade, September 2025

• In one line: Car production shutdown tanks exports, but that will unwind in October and November.

UK Datanote: UK Report on Jobs Survey, October 2025

• In one line: REC survey shows stabilising jobs market, suggesting weak official payrolls will be revised better.

UK Datanote: UK RICS Residential Market Survey, October 2025

• In one line: The spectacle of months of tax speculation takes its toll, but house price inflation should recover after the Budget.

EM Asia Datanote: Trade, India, October 2025

• In one line: Gold imports are still surging, but real import demand has also gone up a gear.

Global Datanote: Economic activity index, Brazil, September, 2025

• In one line: Activity slips again as headwinds build.

PM Datanote: Economic activity index, Brazil, September, 2025

• In one line: Activity slips again as headwinds build.

EZ Datanote: GDP flash, Switzerland, Q3 2025

In one line: Worse than we thought; upside risks loom for Q4.

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient

PANTHEON EM ASIA DATA WRAP 17 November 2025

Destocking largely to blame for Thailand's Q3 GDP miss

EZ Datanote: GDP (2nd Est.), Employment & Trade Balance, EZ, Q3/Sept 2025

In one line: Drag from net trade in goods disappeared in Q3, as US exports jumped, supporting the confirmed picked up in GDP growth.

EZ Datanote: Detailed Inflation, France, October 2025

In one line: Lowest in the Eurozone. 

PANTHEON EM ASIA DATA WRAP 14 November 2025

Upstream price pressures in India remain soft on all fronts

Global Datanote: BCRP Rate Decision, Peru, November, 2025

• In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.

PM Datanote: BCRP Rate Decision, Peru, November, 2025

• In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.

PM Datanote: Retail Sales, Brazil, September, 2025

• In one line: Weak end to Q3 confirms sluggish household demand amid tight financial conditions.

EZ Datanote: Industrial Production, Eurozone, September 2025

In one line: Disappointing rebound; we don’t trust it.

Global Datanote: CPI, India, October 2025

• In one line: Headline is going nowhere for the rest of this year.