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 / October 2024 Rob Wood (Chief UK Economist)

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. Official House Price Index, October

  • In one line: Rebounding house prices show buyers are unfazed by stabilising mortgage rates.

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

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

  • In one line: Higher pay growth and better jobs gains than the surveys will keep the MPC cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, October 2024

  • In one line: The headline trade deficit widens in October as erratics weigh on the headline balance.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP October 2024

  • In one line:Economy grinds to a halt as Budget uncertainty and tariff threats weigh on businesses.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, December 2024

  • In one line: Consumers’ confidence grinds higher in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, November 2024

  • In one line: The RICS roars higher as buyers rush to beat stamp duty changes and the MPC’s second rate cut feeds through.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, November 2024

  • In one line: The REC weakens in November as the Budget tax hikes bite.

Rob Wood (Chief UK Economist)UK

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

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

Rob Wood (Chief UK Economist)UK

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

  • In one line: The Budget hit sentiment, but we take some encouragement from the large upward revision to the PMI.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, November 2024

  • In one line: The Budget keeps construction growth solid for now, but boosts inflation pressure and cuts optimism.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, November 2024

  • In one line: Signs that private demand is turning.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Late Black Friday cuts retail sales growth.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, November 2024

  • In one line: Budget and geopolitics hit manufacturing sentiment in November.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices bounce back after pre-Budget pause.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, October 2024

  • In one line: Tax hike fears lead households to dispose of assets and rush to complete house purchases.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, October 2024

  • In one line:Retail sales will rebound after budget uncertainty, mild weather and a calendar quirk cut October volumes.

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,