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.

Q3 2024 Rob Wood (Chief UK Economist)

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

UK Datanote: UK Labour Market Data, November / December 2024

  • In one line: Jobs market is loosening gradually, but strong wage growth is a block to quick MPC rate cuts.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, December 2024

  • In one line:Public sector borrowing exceeded the OBR’s latest forecasts in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, December 2024

  • In one line:Disappointing retail sales raise the risk of a small GDP fall in Q4, so the MPC will definitely cut rates in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, November 2024

  • In one line: The trade deficit narrows in November but remains wide; import prices point to firming goods inflation.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP November 2024

  • In one line:Budget uncertainty, tax hikes and Mr. Trump's tariff threats continue to weigh on growth

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, December 2024

  • In one line: House price inflation of 5% in 2025 according to the RICS.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Discount downside news which was driven by erratic airfares and hotels that will rebound; inflation is still heading above 3% in April.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, December 2024

  • In one line: Payroll tax hikes hit employment, but the REC survey likely exaggerates the drop and wage growth rises.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, December 2024

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will be cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, December 2024

  • In one line: December BRC distorted by the late Black Friday, underlying retail sales volumes continue growing modestly.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, December 2024

  • In one line: Construction output continues to grow solidly, despite PMI drop in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, December 2024

  • In one line: New car registrations growth continues to recover from the Budget-induced October weakness.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Nationwide’s house price index rises in December to cap a recovery in the housing market in 2024.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, December 2024

  • In one line: The manufacturing PMI drops in December as demand weakens and sentiment sours.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q3 2024

  • In one line: Q3 GDP growth revised down to zero, but we expect a rebound and stronger growth in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, November 2024

  • In one line:Public sector borrowing likely marginally below October Budget forecasts.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, November 2024

  • In one line:Retail sales bounce back in November but disappoint relative to consensus.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, December 2024

  • In one line: Dovish vote but cautious majority; February rate cut odds-on but only gradual interest rate reductions after. 

Rob Wood (Chief UK Economist)UK

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

  • In one line: Duties and base effects drive up CPI inflation, which will rise to 3.1% in April.

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,