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: Retail sales growth should pick up when the weather clears, but war in the Middle East remains a downside risk to activity.
- In one line: Hiring sentiment improves in February, but war in the Middle East will hit business confidence hard.
- In one line: Wet weather weighs on the Construction PMI in February, and sentiment will continue to remain weak in 2026.
- In one line: Car registrations will continue to rise over the course of 2026.
- In one line:Sales growth jumps, hiring plans improve, and wage growth remains stubbornly strong.
- In one line: Growth rebounded in the new year and price pressures remain strong
- In one line: The manufacturing PMI suggests activity is stable, but surging energy prices will hit sentiment.
- In one line: Strong credit flows and falling saving suggest the UK was rebounding strongly in the New Year.
- In one line: The housing market remains stable according to Nationwide, but activity will strengthen over 2026.
- In one line: Consumers’ confidence should recover in 2026 as the fundamentals improve.
- In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
- In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.
- In one line: Consumers’ spending will boost January GDP growth.
- In one line: Momentum is building in the housing market.
- In one line: The trade deficit has some room to further improve.
- In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.
- In one line: Hiring sentiment has further to improve in Q1.
- In one line: Unemployment rate at 5-year high should seal a March rate cut, but more timely data suggests stabilisation.
- In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: Construction activity to grind only modestly higher as tailwinds dissipate.
