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.
March 2024 Rob Wood (Chief UK Economist)
- In one line:Borrowing overshoot shrinks but the Chancellor still has to raise taxes or cut spending by at least £25B.
- In one line:Ms. Reeves has a revenue problem.
- In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
- In one line:Autumn tax hikes are likely and will probably be backloaded.
- In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.
- In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.
- In one line: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
- In one line:Fading consumer caution will keep GDP ticking along.
- In one line: Gradually easing labour market justifies further gradual rate cuts.
