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 Final Manufacturing PMI, July 2025

  • In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
Rob Wood (Chief UK Economist)UK

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

  • In one line: The housing market recovery is underway.
Rob Wood (Chief UK Economist)UK

4 August 2025 UK Monitor Forecast review: steady growth and sticky inflation

  • Underlying growth is fine, helped by consumers; we look for GDP to grow by 1.2% in both 2025 and 2026.
  • Payroll falls are a risk, but we think they exaggerate job losses, and in any case vacancies are stabilising.
  • We now expect inflation to peak at 4.0% in September, so the MPC will have to pause after it cuts in August.
Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, June 2025

  • In one line:Retail sales are trending up solidly.
Rob Wood (Chief UK Economist)UK

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

  • In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, June 2025

  • In one line: Consumers still look set to support GDP growth in H2.
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,