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.
Daily Monitor
- The PMI beat expectations and rose to a 12-month high in August.
- August’s flash PMI is consistent with quarter-to-quarter growth of 0.3% in Q3.
- Sticky inflation and strong growth mean the MPC will need to stay on hold for the rest of 2025.
- Food, energy-price increases and an erratic jump in airfares drove CPI inflation up to 3.8%.
- Underlying services inflation is easing but remains far too high for the MPC to cut rapidly.
- Headline CPI averaging 3.8% for the rest of 2025 means the MPC will have to stay on hold.
- Sterling has had a mixed year so far against peers, as policy uncertainty has soared.
- We expect less easing than the market, but fiscal worries will weigh on sterling come Budget time.
- Pantheon’s interest rate calls collectively imply cable at 1.35 and GBPEUR at 1.18 at end-2025.
- The ONS’s measure of house prices rebounded by 0.7% on a seasonally adjusted basis in May.
- Activity indicators and gains in the private-sector house price indices suggest another rise in June.
- Sticky interest rates are a risk to house price inflation, but we retain our call for prices to gain 3.75% in 2025.
