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

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Datanotes Daily Monitor Chartbook

20 March 2024 UK Monitor Long-run household inflation expectations above average

  • The BoE’s Q1 Inflation Attitudes survey is encouraging; long-run expectations are below average.
  • A methodology change in 2020 distorted the data though, potentially biasing expectations downwards.
  • YouGov’s survey, meanwhile, shows long-term expectations 0.4pp above average.

Rob Wood (Chief UK Economist)UK

19 March 2024 UK Monitor Pay growth slowing, but not as much as the Report on Jobs says

  • The MPC will need to cut rates rapidly if the weak Report on Jobs survey is right about pay growth.
  • The RoJ reliably shows the direction of pay but is less good at measuring the precise growth rate.
  • Other—also reliable—surveys are stronger; pay is slowing, but not as much as the RoJ indicates.

Rob Wood (Chief UK Economist)UK

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