Pantheon Macroeconomics

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UK Publications

Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Daily Monitor Datanotes Rob Wood (Chief UK Economist)

7 November 2025 UK Monitor We reiterate our call for a cut in December then rates on hold

  • The MPC’s new guidance leaves us comfortable reiterating our call for a December rate cut.
  • Rate-setters also point to a slower pace of cuts next year as Bank Rate approaches neutral…
  • ...And room for only one more cut after December, unless GDP growth turns out weaker-than-expected.
Rob Wood (Chief UK Economist)UK

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.
Rob Wood (Chief UK Economist)UK

6 November 2025 UK Monitor Only 21 sleeps to go until the Budget, but firms brush off worries

  • We expect Budget tax hikes and spending cuts of £40B to deliver double the previous fiscal headroom.
  • The devil is in the detail for the MPC, however, which likely needs to wait and see the Budget before acting.
  • Firms are brushing off tax speculation; the PMI signals growth close to potential and stabilising jobs.
Rob Wood (Chief UK Economist)UK
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,