Pantheon Publications

Global Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

PANTHEON EM ASIA DATA WRAP 23 April 2026

Indian PMIs rebounding on the back of the fragile ceasefire

UK Datanote: U.K. Consumer Prices, March 2026

• In one line: Underlying inflation accelerating tips the balance towards rate hikes if oil prices stay high, or limits the room for cuts if oil prices fall back.

UK Datanote: UK Labour Market Data, February / March 2026

• In one line: Stabilising jobs and unemployment fall challenges the MPC assessment of how fast the labour market was loosening.

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

• In one line: House price inflation to remain weak in 2026.

Global Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

EM Asia Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

PM Datanote: US Pending Home Sales, March 2026

Returning to last year’s average; a further recovery looks unlikely.

PM Datanote: US Retail Sales, March 2026

Initially resilient, but near-real time data now show gas price pain.

EZ Datanote: ZEW Economic Sentiment, Germany, April 2026

In one line: Expectations in April 2026 even poorer than after “Liberation Day” in April last year.

EM Asia Datanote: Core Industries, India, March 2026

• In one line: Grim end to an already forgetful Q1; glaring war impact on fertiliser output.

EZ Datanote: Construction Output, Eurozone, February 2026

In one line: No signs of Germany’s infrastructure spending spree before the energy shock. 

PANTHEON EM ASIA DATA WRAP 20 April 2026

Malaysian electronic exports are down, just when commodities perk up

EZ Datanote: Trade Balance, Eurozone, February 2026

In one line: Now signalling no change in net exports in goods in Q1. 

UK Datanote: UK International Trade, February 2026

• In one line: Import price growth will jump in the coming months.

UK Datanote: UK GDP February 2026

• In one line:About half of the February GDP gain was erratic, but that still leaves signs of improving underlying growth as Budget uncertainty eased.

PM Datanote: US Industrial Production, March 2026

A mediocre end to Q1, but the surveys look promising.

Global Datanote: Economic activity index, Brazil, February, 2026

• In one line: Activity remains firm, but growth is clearly slowing.

PM Datanote: Economic activity index, Brazil, February, 2026

• In one line: Activity remains firm, but momentum is clearly slowing.