Pantheon Publications

CHINA+ DATA WRAP 18 March 2026: Japan's exports slow due to holiday effects

Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise

PM Datanote: US Pending Home Sales, February 2026

Fundamentally weak.

PANTHEON EM ASIA DATA WRAP 17 March 2026

Electronic exports in Singapore continue to boom

PM Datanote: US NAHB Housing Market Index, March 2026

Little to cheer for homebuilders.

PM Datanote: US Industrial Production / Empire State Manufacturing Survey

Underlying manufacturing output still looks anemic.

EM Asia Datanote: Trade, India, February 2026

• In one line: Big short-term downside risks to the deficit due to the Iran war.

CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb

China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand

PANTHEON EM ASIA DATA WRAP 16 March 2026

Iran war forcing an upgrade to our 2026 India WPI forecast to 5%

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q1 2026

• In one line: Households thought weaker inflation trends would be only temporary, and expectations will jump sharply now energy prices have surged.

UK Datanote: UK International Trade, January 2026

• In one line: Higher energy costs will weigh on the trade balance.

UK Datanote: UK GDP January 2026

• In one line:January disappointment partly driven by erratic sectors that will rebound, but we shave our Q1 growth call to 0.2% quarter-to-quarter.

EZ Datanote: Industrial Production, Eurozone, January 2026

In one line: Higher energy costs will make a bad situation worse.

EZ Datanote: Final Inflation, France, February 2026

In one line: On track for 2% by May. 

Global Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

EM Asia Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

UK Datanote: UK RICS Residential Market Survey, February 2026

• In one line: War in the Middle East will hit housing market sentiment in the coming months.

PANTHEON EM ASIA DATA WRAP 12 March 2026

Brace for a potential inflation hit to Malaysian retail sales growth this year

EZ Datanote: Final Inflation, Germany, February 2026

In one line: Calm before the energy surge. 

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

• In one line: Retail sales growth should pick up when the weather clears, but war in the Middle East remains a downside risk to activity.

UK Datanote: UK Report on Jobs Survey, February 2026

• In one line: Hiring sentiment improves in February, but war in the Middle East will hit business confidence hard.