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.
Datanotes Rob Wood (Chief UK Economist)
- In one line: Lower 2026 inflation, but delayed fiscal consolidation lacks credibility and gives the MPC little reason to cut 2-year ahead inflation forecast.
- In one line: Dovish even if the PMI overreacts to politics, so a December rate cut is even more likely.
- In one line: Enough for a December cut, but also enough to keep the MPC cautious about the pace of subsequent cuts.
- In one line: Tax-hike speculation to continue dragging on house prices in Q4.
- In one line:Weak growth seals a December rate cut, but be careful because underlying growth is better than the headline.
- In one line: Car production shutdown tanks exports, but that will unwind in October and November.
- In one line: REC survey shows stabilising jobs market, suggesting weak official payrolls will be revised better.
- In one line: The spectacle of months of tax speculation takes its toll, but house price inflation should recover after the Budget.
- In one line: Fiscal worries begin to weigh on consumer spending.
- In one line: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.
- In one line: Predictable correction after the strongest September in five years, the underlying trend is up.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.
- 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.
