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.

Rob Wood (Chief UK Economist)

4 September 2024 UK Monitor Labour market preview: jobless rate and wage growth set to drop

  • The July jobless rate should fall to 4.1%, with a risk of a 4.0% print, while LFS job growth should accelerate.
  • We look for August PAYE employment to gain 30K month-to-month.
  • We assume 0.5% month-to-month AWE growth in July, and a 0.1pp upward revision to growth in May.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, July 2024

  • In one line: Lower mortgage interest rates boost the housing market.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, August 2024

  • In one line: House prices drop unexpectedly in August, but should rebound as borrowing costs fall.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, August 2024

  • In one line: Consumers' confidence unchanged in August, but it will improve from here.

Rob Wood (Chief UK Economist)UK

2 September 2024 UK Monitor Households and firms respond to the prospect of lower interest rates

  • Consumers and firms seem gradually to be shifting behaviour in response to expected interest rate cuts.
  • Households raised liquid assets by the least in 11 months, and mortgage approvals jumped.
  • Smoothing through volatility, corporates have been raising net external finance since March.

Rob Wood (Chief UK Economist)UK

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