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.

Datanotes Rob Wood (Chief UK Economist)

UK Datanote: Construction PMI, September 2024

  • In one line: The PMI surges as lower borrowing costs and optimism boost activity.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, September 2024

  • In one line: 

    Private sales fall again on an annual basis, but consumer confidence still points to an upturn.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, September 2024

  • In one line: Recruitment difficulties ease but inflation and wage growth prove stubbornly elevated.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, September 2024

  • In one line: The PMI falls, but it will rebound after the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, September 2024

  • In one line: The MPC will cut gradually, next in November and then in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, September 2024

  • In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q2 2024

  • In one line: Q2 GDP growth revised down but remains above potential, while downward saving rate revisions point to slightly less cautious consumers.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, August 2024

  • In one line: MPC interest rate cuts are boosting the housing market and corporate borrowing.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, September 2024

  • In one line: House prices rebound strongly in September.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, August 2024

  • In one line:Retail sales flattered by the weather, but the trend is up as real wage gains drive stronger spending. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, August 2024

  • In one line:Government borrowing overshoot widens, so the Chancellor will raise taxes and change the debt rule in the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, September 2024

  • In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, July

  • In one line: House prices drop in July but should rebound as interest rates fall.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, August 2024

  • In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, August 2024

  • In one line: House price inflation accelerates immediately after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, July 2024

  • In one line: High energy costs will keep the trade deficit wide for the foreseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP July 2024

  • In one line:July GDP was dragged down by erratic sectors, it will rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, July / August 2024

  • In one line: Encouraging wage slowdown keeps the MPC on track to cut rates again in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, August 2024

  • In one line: Slowing pay growth but the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, August 2024

  • In one line: Strong construction growth continues as interest rate cuts boost demand.

Rob Wood (Chief UK Economist)UK

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Keywords for: Publications

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