UK Publications
Below is a list of our UK 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)
- The MPC kept Bank Rate on hold, as expected, but the 8-to-1 vote was less dovish than expected.
- The MPC signalled a gradual rate-cutting cycle, which suggests to us one cut per quarter.
- We expect the MPC to cut Bank Rate by 25bp in November and again in February.
Rob Wood (Chief UK Economist)UK
- In one line: House prices drop in July but should rebound as interest rates fall.
Rob Wood (Chief UK Economist)UK
- In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.
Rob Wood (Chief UK Economist)UK
- Underlying services inflation pressures continue to ease, so the MPC will cut rates again this year.
- But August’s CPI inflation gives the MPC little reason to rush to cut today; it will wait until November.
- Core CPI inflation jumped to 3.6% in August, which we think was close to the MPC’s expectation.
Rob Wood (Chief UK Economist)UK
- Consumer confidence has provided a reliable signal of consumer spending for 50 years.
- Confidence points to consumption strengthening and unemployment falling.
- Consumers’ saving intentions are high but they provide little useful signal about actual saving.
Rob Wood (Chief UK Economist)UK
- The OBR has again deemed the public finances to be on an unsustainable trajectory.
- Climate-change mitigation and an ageing population will be costly for the exchequer.
- Lifting productivity growth is crucial for ensuring the debt burden remains manageable
Rob Wood (Chief UK Economist)UK
