Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

credit

PM Datanote: Money & Credit, China, March

In one line: Private sector credit showing early but uneven improvement 

Duncan WrigleyChina+

UK Datanote: UK Money & Credit, February 2026

  • In one line: Households and businesses on solid financial footing heading into the energy price shock.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, January 2026

  • In one line: Strong credit flows and falling saving suggest the UK was rebounding strongly in the New Year.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, December 2025

  • In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
Rob Wood (Chief UK Economist)UK

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

Duncan WrigleyChina+

UK Datanote: Bank of England Credit Conditions, Q4 2025

  • In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, November 2025

  • In one line: The money and credit data for November show a solid footing for activity in 2026.
Rob Wood (Chief UK Economist)UK

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

Duncan WrigleyChina+

UK Datanote: UK Money & Credit, October 2025

  • In one line: The money and credit data suggests few pre-Budget worries in October.
Rob Wood (Chief UK Economist)UK

PM Datanote: Money & Credit, China, October

In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.

Kelvin Lam (Senior China+ Economist)China+
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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence