Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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 Money

China+ Datanote: Money & Credit, China, March

Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus 

Duncan WrigleyChina+

UK Datanote: U.K. Money & Credit, February 2024

  • In one line:Consumer caution fading in response to lower interest rates.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Money Supply, EZ, Feb; ISTAT Confidence, Italy, Mar & Unemployment, Germany, Mar

In one line:  Improvement in money supply continues; Italian business confidence rises & German unemployment will climb further. 

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Money & Credit, China, February

Fiscal stimulus likely to drive credit demand after the holiday period

Duncan WrigleyChina+

UK Datanote: U.K. Money & Credit, January 2024

  • In one line: Consumer credit rebound backs up retail sales recovery in January.

Samuel TombsUK

EZ Datanote: EZ Money Supply, EZ, January 2024

In one line: Still pointing to downside risks to growth.

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Money & Credit, China, January

M1 and credit growth beat expectations, thanks to stimulus

Duncan WrigleyChina+

UK Datanote: U.K. Money & Credit, December 2023

  • In one line: Households won’t stay this cautious for long.

Samuel TombsUK

Final Manufacturing PMIs & Money Supply, EZ, Dec/Nov 2023

In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Money & Credit, China, November

  • China’s ebbing money growth is a symptom of soggy credit demand

Duncan WrigleyChina+

UK Datanote: U.K. Money & Credit, October 2023

  • In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead. 

Samuel TombsUK

EZ Datanote: EZ Money Supply, EZ, October 2023

In one line: Adjusted for savings money data suggest an improving outlook for H1 next year. 

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Money & Credit, China, October

  • Stepped-up government bond issue stabilises credit growth against property sector downdraft

Duncan WrigleyChina+

UK Datanote: U.K. Money & Credit, September 2023

  • In one line: Mortgage lending remains weak. 

UK

EZ Datanote: EZ Money Supply & IFO, Sep/Oct

In one line: Green shoots?

Claus Vistesen (Chief Eurozone Economist)Eurozone

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