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

China+ Datanote: Money & Credit, China, November

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

UK Datanote: UK Money & Credit, October 2025

  • In one line: The money and credit data suggests few pre-Budget worries in October.

PM Datanote: Money & Credit, China, October

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

UK Datanote: UK Money & Credit, September 2025

  • In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.

EZ Datanote: Money Supply, EZ, Sep 2025

In one line: Still pointing to decent growth alongside credit figures

UK Datanote: UK Money & Credit, August 2025

  • In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.

China+ Datanote: Money & Credit, China, August

In one line: lacklustre broad credit growth, excluding government bonds

UK Datanote: UK Money & Credit, July 2025

  • In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.

China+ Datanote: Money & Credit, July, China

In one line: lacklustre broad credit growth, excluding government bonds

UK Datanote: UK Money & Credit, June 2025

  • In one line: Consumers still look set to support GDP growth in H2.

EZ Datanote: M3 Money Supply, IFO and ISTAT, Jun/Jul

In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.

UK Datanote: UK Money & Credit, May 2025

  • In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.

EZ Datanote: Money Supply, EZ, May 2025

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

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Keywords for: Publications

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