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.

December / January 2025 Rob Wood (Chief UK Economist)

UK Datanote: Retail Sales, January 2025

  • In one line:Retail sales recover from pre-Budget worries, more gains lie ahead as wages rise solidly.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, January 2025

  • In one line:Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, February 2025

  • In one line: Growth is weak but has bottomed while price pressures remain stubborn.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Softer than feared services offset by global price pressures, further inflation acceleration lies ahead.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Seasonally adjusted house prices rise in December to cap a strong year, but house-price inflation will be even stronger in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, December / January 2025

  • In one line: The jobs market holds up better than expected, generating strong wage growth that will keep the MPC cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, February 2025

  • In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote. 

Rob Wood (Chief UK Economist)UK

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

  • In one line:  Employment stagnates but disinflation is over.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The BRC kickstarts the year with strong growth, we expect it to continue.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, December 2024

  • In one line: The trade deficit will be held back by high energy prices and President Trump’s tariff threats in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, January 2025

  • In one line: Looming end of stamp duty relief causes volatility, longer-term house price outlook still looks solid.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP December 2024

  • In one line:Better-than-expected growth should reduce recession worries and suggests the PMI is exaggerating economic weakness.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, January 2025

  • In one line: The labour market improved marginally in January but remains hobbled according to the REC.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, January 2025

  • In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will have to plot a middle path.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, January 2025

  • In one line: Private car registrations fall eases in January; the trend should improve in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, January 2025

  • In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House price inflation is trending higher despite the weak monthly gain in Nationwide's index.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, December 2024

  • In one line: Easing consumer saving should support demand, but tax hikes hit business investment.

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,