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.

Equities Credit

EZ Datanote: Money Supply, EZ, May 2025

In one line: EZ money and credit data still positive on economic outlook.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Money & Credit, April 2025

  • In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment. 

Rob Wood (Chief UK Economist)UK

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Money & Credit, China, March

Government bond issuance still taking centre stage, with modest uptick in household loans 

Duncan WrigleyChina+

China+ Datanote: Money & Credit, February, China

Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand

Duncan WrigleyChina+

UK Datanote: UK Money & Credit, January 2025

  • In one line: Consumers are spending again but uncertainty hits investment.

Rob Wood (Chief UK Economist)UK

China+ Datanote: Money & Credit, China, January

Overall credit growth still relatively sturdy, thanks to robust government bond issuance  

Duncan WrigleyChina+

UK Datanote: UK Money & Credit, December 2024

  • In one line: Easing consumer saving should support demand, but tax hikes hit business investment.

Rob Wood (Chief UK Economist)UK

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