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

Please use the filters on the right to search for a specific date or topic.

Datanotes Weekly Monitor Rob Wood (Chief UK Economist)

UK Datanote: UK Labour Market Data, May / June 2025

  • In one line: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Official House Price Index, May 2025

  • In one line: Prices will keep gaining as stamp duty disruption has further to unwind.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, June 2025

  • In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, June 2025

  • In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, June 2025

  • In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, June 2024

  • In one line: Recovering as the Stamp Duty disruption fades

Rob Wood (Chief UK Economist)UK

14 July 2025 UK Monitor Week in review: underlying growth is improving as uncertainty fades

  • A second consecutive drop in GDP raises the chances that the MPC cuts rate again in August.
  • But GDP should bounce in June, as real estate and car output improves and retail sales gain.
  • We expect May’s payrolls fall to be revised much smaller and CPI inflation to tick up to 3.5% in June.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, June 2025

  • In one line: Rising car registrations signals recovering underlying economic activity.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, June 2025

  • In one line: The Construction PMI will continue to recover as tariff uncertainty fades and Government investment soars.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, June 2025

  • In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, June 2025

  • In one line: Rebounding employment expectations suggest inflation pressure will remain stubborn.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, June 2025

  • In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, May 2025

  • In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, June 2025

  • In one line: House prices fall in June but returning buyer demand will push up prices soon.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q1 2025

  • In one line: Better balanced growth after revisions bodes well.

Rob Wood (Chief UK Economist)UK

7 July 2025 UK Monitor Week in review: good rebound vibes keep us expecting one cut

  • A range of soft and hard data last week supported our call that the economy is rebounding from a soft patch.
  • Fading uncertainty, and recovery after payback from tariff and tax front-running, help growth improve.
  • The DMP shows the pace of disinflation easing too, so we still look for only one more rate cut this year.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, April 2025

  • In one line: House prices fall in April, but the market will recover quickly.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, May 2025

  • In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, May 2025

  • In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, June 2025

  • In one line: Consumers’ confidence inches up, but it will be tested over the summer.

Rob Wood (Chief UK Economist)UK

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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,