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.

Please use the filters on the right to search for a specific date or topic.

Datanotes Rob Wood (Chief UK Economist)

UK Datanote: UK International Trade, September 2025

  • In one line: Car production shutdown tanks exports, but that will unwind in October and November.

UK Datanote: UK Report on Jobs Survey, October 2025

  • In one line: REC survey shows stabilising jobs market, suggesting weak official payrolls will be revised better.

UK Datanote: UK RICS Residential Market Survey, October 2025

  • In one line: The spectacle of months of tax speculation takes its toll, but house price inflation should recover after the Budget.

UK Datanote: U.K. BRC Retail Sales Monitor, October 2025

  • In one line: Fiscal worries begin to weigh on consumer spending.

UK Datanote: UK MPC Decision and Minutes, November 2025

  • In one line: Dovish hold, so we are comfortable with our call for a December cut. 

UK Datanote: UK Final Services and Composite PMI, October 2025

  • In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.

UK Datanote: UK Car Registrations, October 2025

  • In one line: Predictable correction after the strongest September in five years, the underlying trend is up.

UK Datanote: UK Final Manufacturing PMI, October 2025

  • In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
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Keywords for: Publications

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