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
Please use the filters on the right to search for a specific date or topic.
Daily Monitor Weekly Monitor Rob Wood (Chief UK Economist)
- We expect manufacturing output to rebound in October, as car factories reopened after a cyber attack.
- Growth in consumer-facing services will ease as pre-Budget worries creep into activity.
- Underlying economic activity is still holding up close to trend, so spare capacity is emerging only slowly.
- Consumers added to their savings and took on less credit in October, as the Budget approached.
- Bank lending to firms continues to rise year-over-year, but net external finance raised by PNFCs dropped.
- The housing-market data remain solid; mortgage approvals eased only slightly and transactions rose.
- The Chancellor is gambling on the MPC cutting rates rapidly, but the Budget provides little reason to do so.
- We think gilts are ripe for a sell-off as the market digests the details of shaky Budget plans.
- This week’s data releases will show a only small hit to activity from months of pre-Budget speculation.
