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.
- In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.
UK
- In one line: Further evidence to support our view of a material recovery in house prices this year.
UK
- In one line: Very weak, but should now recover in line with consumers' confidence.
UK
- January’s composite PMI data point to GDP rising at a near-trend 0.2% quarter-on-quarter pace in Q1.
- S&P’s survey also points to 0.2% q/q growth in employ- ment, which would stop unemployment rising further.
- Producer output prices remain flat despite shipping disruptions, but services inflation is fading only slowly.
UK
In one line: It’s always darkest before the dawn.
UK
- In one line: Consistent with a recovery in 2024.
UK
- The official house price index will fall further in Q1, in response to last year's rise in mortgage rates...
- ...But mortgage payment affordability will improve rap- idly this year, as rates come down and incomes rise.
- The timeliest indicators of house purchase demand have rebounded; prices will return to their peak by year-end.
UK