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)
- In one line: The REC stays weak, supporting another 25bp rate cut in November.
Rob Wood (Chief UK Economist)UK
- BoE Governor Bailey’s Guardian interview has raised the risk of rate cuts at consecutive MPC meetings.
- We expect the MPC to cut once a quarter, but see four rate cuts in 2025 from three previously.
- We expect higher inflation than the MPC, growth remains solid and MPC guidance is for gradual cuts.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI surges as lower borrowing costs and optimism boost activity.
Rob Wood (Chief UK Economist)UK
- In one line: Recruitment difficulties ease but inflation and wage growth prove stubbornly elevated.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI falls, but it will rebound after the Budget.
Rob Wood (Chief UK Economist)UK
- We expect GDP to rise 0.2% month-to-month in August, as retail sales grow and doctors’ strikes end.
- Manufacturing output should also rebound from erratic weakness in July.
- We look for Q3 growth of 0.3% quarter-to-quarter, but GDP revisions pose a downside risk.
Rob Wood (Chief UK Economist)UK
- In one line: The MPC will cut gradually, next in November and then in February.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.
Rob Wood (Chief UK Economist)UK
- Sharply falling motor fuel prices will drag down CPI inflation to 1.9% in September, from 2.2% in August.
- Core goods inflation should hold at 0.3% year-over-year, but BRC Shop Prices pose a downside risk.
- We expect core and services inflation close to theMPC’s August Monetary Policy Report forecast.
Rob Wood (Chief UK Economist)UK
- In one line: Q2 GDP growth revised down but remains above potential, while downward saving rate revisions point to slightly less cautious consumers.
Rob Wood (Chief UK Economist)UK
- Q2 GDP growth was revised down to 0.5% quarter-to-quarter, but the mix of growth is better…
- …Business capex growth was revised up and cuts to the saving rate signal less cautious consumers.
- Surging mortgage approvals show consumers are responding quickly to the MPC’s interest rate cut.
Rob Wood (Chief UK Economist)UK
