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.
Rob Wood (Chief UK Economist)
- GDP should rise 0.2% month-to-month in September, and 0.2% quarter-to-quarter in Q3.
- We expect the unemployment rate to tick up to 4.1% in September, and wage growth to slow.
- A massive labour-market surprise would be needed to shift the MPC, because the data are unreliable.
Rob Wood (Chief UK Economist)UK
- The MPC cut Bank Rate by 25bp in an eight-to-one vote, matching consensus expectations.
- But the MPC raised its inflation forecasts more than expected, and the minutes read more cautiously.
- We change our BoE call, now expecting three 25bp rate cuts in 2025, compared to four previously.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales growth falls according to the BRC, but it should improve
Rob Wood (Chief UK Economist)UK
- In one line: The PMI falls but still shows solid activity.
Rob Wood (Chief UK Economist)UK
- We cut our forecast for Q3 GDP growth to 0.2% from 0.3% previously, 0.1pp below the MPC’s forecast.
- Ms. Reeves’ Budget will keep the MPC from easing at back-to-back meetings this year.
- We expect four 25bp cuts from rate-setters in 2025, at a pace of one per quarter.
Rob Wood (Chief UK Economist)UK
- In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.
Rob Wood (Chief UK Economist)UK
