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: 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

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

  • In one line: Inflation continues to slow, but the pace of decline is easing.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, August 2024

  • In one line: 

    Private sales start to turn around as consumer confidence rises.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The strengthening PMI means the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, August 2024

  • In one line: Retail sales gain more ground in August.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, August 2024

  • In one line: Manufacturing output grows solidly giving firms the confidence to hire again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, July 2024

  • In one line: Lower mortgage interest rates boost the housing market.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices drop unexpectedly in August, but should rebound as borrowing costs fall.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Consumers' confidence unchanged in August, but it will improve from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, July 2024

  • In one line:Spending is already overshooting Budget forecasts, government borrowing will exceed the Budget forecasts.

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