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.

September Rob Wood (Chief UK Economist)

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

  • In one line: House prices fall marginally in September but the trend remains up.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP September 2024

  • In one line:The underlying GDP trend is stronger than the headline fall, which was dragged down by a huge erratic fall in IT.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, September 2024

  • In one line: The headline trade deficit widens as erratics and metals give up their surpluses.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, September / October 2024

  • In one line: Gradually easing labour market will allow the MPC to keep cutting rates gradually

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, September 2024

  • In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, September 2024

  • 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

UK Datanote: Retail Sales, September 2024

  • In one line:Retail sales defy the rain to rise in September. 

Rob Wood (Chief UK Economist)UK

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

  • 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

UK Datanote: UK Labour Market Data, August / September 2024

  • 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

UK Datanote: UK Labour Market Data, August / September 2024

  • 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

UK Datanote: UK RICS Residential Market Survey, September 2024

  • In one line: House price inflation surges after MPC rate cut.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales rise solidly, shrugging off Budget uncertainty.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, September 2024

  • In one line: The REC stays weak, supporting another 25bp rate cut in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, September 2024

  • In one line: The PMI surges as lower borrowing costs and optimism boost activity.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, September 2024

  • In one line: 

    Private sales fall again on an annual basis, but consumer confidence still points to an upturn.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, September 2024

  • In one line: Recruitment difficulties ease but inflation and wage growth prove stubbornly elevated.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The PMI falls, but it will rebound after the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, September 2024

  • In one line: The MPC will cut gradually, next in November and then in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, September 2024

  • In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices rebound strongly in September.

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,