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.
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Datanotes Rob Wood (Chief UK Economist)
- In one line:Retail sales should continue to rise despite Budget uncertainty.
- In one line: Consumers are resilient in the face of tax hike rumours.
- In one line: Growth to hold up in Q4 despite Budget uncertainty, but softening inflation indicators gives the MPC doves hope.
- In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.
- In one line:Growth runs close to potential, limiting the emergence of spare capacity.
- In one line:Borrowing overshoot shrinks but the Chancellor still has to raise taxes or cut spending by at least £25B.
- In one line: Weaking wage growth makes this a dovish release, but the underlying story is a stabilising labour market with jobs no longer falling.
- In one line: Retail sales holding up given a tube shutdown and wet weather in September.
- In one line: Payroll falls will ease as tax hike hit begins to fade.
- In one line: Budget uncertainty will keep housing market weak until November.
- In one line: The PMI has been a poor construction indicator lately, official output will probably hold up.
- In one line: Strongest September car sales for three years bodes well for GDP.
- In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- In one line: Employment falls fail to open spare capacity so wage and price pressures remain stubbornly too high.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: House prices jump in September but we look for a subdued second half of the year.
- In one line: The PMI cools in September but growth will still run at a healthy pace in Q3.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
- In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year.
