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 Weekly Monitor Rob Wood (Chief UK Economist)

5 January 2026 UK Monitor Forecast review: five questions for the New Year

  • The story of 2025 was growth averaging close to potential but inflation much higher than expected.
  • We see similar trends in 2026, with growth rebounding in Q1 and inflation proving persistent.
  • We expect the MPC to end its rate-cutting cycle with a 25bp Bank Rate reduction in April.

22 December 2025 UK Monitor Week in review: it's almost a wrap, Season's Greetings!

  • The MPC squeezed in a fourth rate cut for 2025 in response to weak wage, growth and inflation data.
  • But rate-setters suggested limited room for more cuts, surprising the market hawkishly.
  • We expect one more cut in April now, but that could easily be knocked off course by stubborn wages.
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,