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)
- We cut our forecast for Q3 GDP growth to 0.2% from 0.3% previously, 0.1pp below the MPC’s forecast.
- Ms. Reeves’ Budget will keep the MPC from easing at back-to-back meetings this year.
- We expect four 25bp cuts from rate-setters in 2025, at a pace of one per quarter.
Rob Wood (Chief UK Economist)UK
- In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers’ confidence falls on Budget, clarity on October 30 will help sentiment recover.
Rob Wood (Chief UK Economist)UK
- In one line:Government borrowing overshoots OBR forecast again, Ms. Reeves will raise planned taxes, spending and borrowing in her October 30 budget.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales defy the rain to rise in September.
Rob Wood (Chief UK Economist)UK
- In one line: House prices rebound strongly in August as rate cuts feed through.
Rob Wood (Chief UK Economist)UK
- In one line: Volatile air fares cut CPI services inflation and will rebound, but Governor Bailey will now look for “aggressive" cut.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing wages make a November rate cut a slam dunk as the MPC will ignore dodgy job data.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing wages make a November rate cut a slam dunk as the MPC will ignore dodgy job data.
Rob Wood (Chief UK Economist)UK
- In one line: The headline trade deficit narrows because of erratics and metals.
Rob Wood (Chief UK Economist)UK
- In one line:August’s GDP rebound underwhelmed, cutting our Q3 growth forecast to 0.2% quarter-to-quarter.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation surges after MPC rate cut.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales rise solidly, shrugging off Budget uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: The REC stays weak, supporting another 25bp rate cut in November.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI surges as lower borrowing costs and optimism boost activity.
Rob Wood (Chief UK Economist)UK
- In one line: Recruitment difficulties ease but inflation and wage growth prove stubbornly elevated.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI falls, but it will rebound after the Budget.
Rob Wood (Chief UK Economist)UK
- In one line: The MPC will cut gradually, next in November and then in February.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.
Rob Wood (Chief UK Economist)UK
