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
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Datanotes Weekly Monitor
- The strongest September car sales in five years indicate signs of life in the consumer.
- September’s REC survey points to easing payroll falls, so we look for an 8K month-to-month drop.
- We doubt graduate recruitment will drag much on payroll growth in September.
- In one line: Budget uncertainty will keep housing market weak until November.
- In one line: The PMI has been a poor construction indicator lately, official output will probably hold up.
- In one line: Strongest September car sales for three years bodes well for GDP.
- In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- In one line: Employment falls fail to open spare capacity so wage and price pressures remain stubbornly too high.
- September’s weak PMI sharpens the downside risk to our calls, but we stick to 0.2% quarterly growth in Q3.
- GDP growth was well balanced in H1, and credit flows point to solid private demand in Q3 too.
- Stubborn wages and inflation in the DMP, as spare capacity fails to open up, imply a cautious MPC.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: House prices jump in September but we look for a subdued second half of the year.
- In one line: Manufacturing output will slowly recover in the coming months.
- In one line: The PMI cools in September but growth will still run at a healthy pace in Q3.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
