Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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 / October 2024 Rob Wood (Chief UK Economist)

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 Report on Jobs Survey, October 2024

  • In one line: The REC weakens slightly in October, but the MPC downplay the survey now due to its poor correlation with official data.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Stubborn wages and prices keep the MPC cautious

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, November 2024

  • In one line: More cautious MPC will cut once-a-quarter at most.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, October 2024

  • In one line: 

    Consumers and businesses hold back on purchases of vehicles as the Budget loomed.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales growth falls according to the BRC, but it should improve

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, October 2024

  • In one line: The PMI falls but still shows solid activity.

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 GfK Consumers' Confidence Survey, October 2024

  • In one line: Consumers’ confidence falls on Budget, clarity on October 30 will help sentiment recover.

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 International Trade, August 2024

  • In one line: The headline trade deficit narrows because of erratics and metals.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP August 2024

  • 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

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

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,