Pantheon Macroeconomics

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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)

UK Datanote: UK Final Manufacturing PMI, August 2025

  • In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.

UK Datanote: UK Public Finances, July 2025

  • In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.

UK Datanote: UK GfK Consumers' Confidence Survey, August 2025

  • In one line: Consumers’ confidence to stay rangebound for the rest of the year.

UK Datanote: UK Flash PMIs, August 2025

  • In one line: Growth will match the MPC’s expectations in Q3.

UK Datanote: UK Official House Price Index, June 2025

  • In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.

UK Datanote: U.K. Consumer Prices, July 2025

  • In one line: Another hawkish blow to the MPC means no more cuts this year.

UK Datanote: UK RICS Residential Market Survey, July 2025

  • In one line: RICS falters in July but it will gradually rise in H2.

UK Datanote: UK GDP June 2025

  • In one line:Strong GDP growth in H1 illustrates a high neutral rate.
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Keywords for: Publications

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