Pantheon Macroeconomics

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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)

25 March 2024 UK Monitor Consumer spending heading for a strong rebound in 2024

  • Consumers’ confidence in their personal financial situation rose to a 28-month high in March.
  • Retail sales beat the consensus in February, staying on track for a 1.7% quarter-to-quarter gain in Q1.
  • We expect quarter-to-quarter GDP growth in Q1 to comfortably exceed the MPC’s 0.1% forecast.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. MPC Decision and Minutes, March 2024

  • In one line: MPC gears up for a summer rate cut with tweaks to guidance.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, January

  • In one line: Turning point; house prices to rise for the rest of 2024.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, February 2024

  • In one line: Slowing inflation will raise MPC confidence in a summer rate cut.

Rob Wood (Chief UK Economist)UK

18 March 2024 UK Monitor Three major changes coming from the Bernanke review

  • 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

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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,