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.
Datanotes Weekly Monitor Rob Wood (Chief UK Economist)
- In one line:Retail sales flattered by the weather, but the trend is up as real wage gains drive stronger spending.
Rob Wood (Chief UK Economist)UK
- In one line:Government borrowing overshoot widens, so the Chancellor will raise taxes and change the debt rule in the Budget.
Rob Wood (Chief UK Economist)UK
- In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.
Rob Wood (Chief UK Economist)UK
- We expect payback for the 1.0% month-to-month August gain in retail sales, boosted by warm weather.
- But look through the volatile sector detail, and retail sales volumes are trending up as real wages rise.
- Consumer confidence, likely depressed by rising inflation expectations, poses a downside risk.
Rob Wood (Chief UK Economist)UK
- In one line: House prices drop in July but should rebound as interest rates fall.
Rob Wood (Chief UK Economist)UK
- In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.
Rob Wood (Chief UK Economist)UK
- Better anchored inflation expectations have helped deliver a more benign disinflation than feared.
- But the MPC should retain some caution as long-run household inflation expectations are a little elevated...
- …satisfaction in the BoE remains low and households are more attentive to inflation than before Covid.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation accelerates immediately after MPC rate cut.
Rob Wood (Chief UK Economist)UK
- In one line: High energy costs will keep the trade deficit wide for the foreseeable future.
Rob Wood (Chief UK Economist)UK
- In one line:July GDP was dragged down by erratic sectors, it will rebound.
Rob Wood (Chief UK Economist)UK
- In one line: Encouraging wage slowdown keeps the MPC on track to cut rates again in November.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing pay growth but the MPC will wait until November to cut rates again.
Rob Wood (Chief UK Economist)UK
- We expect the Chancellor to raise taxes by £10B per year, only partially offsetting higher spending.
- So, the OBR will likely increase its forecasts for government borrowing over the next five years.
- Ms. Reeves likely will meet her fiscal rules by changing the definition of government debt used.
Rob Wood (Chief UK Economist)UK
- In one line: Strong construction growth continues as interest rate cuts boost demand.
Rob Wood (Chief UK Economist)UK
- In one line: Inflation continues to slow, but the pace of decline is easing.
Rob Wood (Chief UK Economist)UK
- In one line: The strengthening PMI means the MPC will wait until November to cut rates again.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales gain more ground in August.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing output grows solidly giving firms the confidence to hire again.
Rob Wood (Chief UK Economist)UK
- In one line: Lower mortgage interest rates boost the housing market.
Rob Wood (Chief UK Economist)UK
