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.
Daily Monitor Weekly Monitor Rob Wood (Chief UK Economist)
- The BoE’s Q1 Inflation Attitudes survey is encouraging; long-run expectations are below average.
- A methodology change in 2020 distorted the data though, potentially biasing expectations downwards.
- YouGov’s survey, meanwhile, shows long-term expectations 0.4pp above average.
Rob Wood (Chief UK Economist)UK
- The MPC will need to cut rates rapidly if the weak Report on Jobs survey is right about pay growth.
- The RoJ reliably shows the direction of pay but is less good at measuring the precise growth rate.
- Other—also reliable—surveys are stronger; pay is slowing, but not as much as the RoJ indicates.
Rob Wood (Chief UK Economist)UK
- We expect the Bernanke review, due in April, to recommend three changes to MPC communication.
- These are: to publish interest rate projections, switch to a staff forecast and make more use of scenarios.
- This will cause volatility, as markets learn about the new communication, likely implemented in 2025.
Rob Wood (Chief UK Economist)UK