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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.
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Government bond surge props up broad credit growth
In one line: Fall in real money continues to slow.
In one line: China’s TSF data suggest weak demand for loans in the real economy
In one line: Still pointing to an improvement in growth, in contrast to the business surveys.
Money growth is buffeted by corporate deposit outflows
Government bond issuance props up credit creation, as M1 takes a dive
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
In one line: Improvement in money supply continues; Italian business confidence rises & German unemployment will climb further.
Fiscal stimulus likely to drive credit demand after the holiday period
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