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.
Datanotes Weekly Monitor
In one line: Budget circus hits sentiment, which can recover now the event has passed.
In one line: Catastrophic PMI saying conditions are as bad as during a full lockdown is hard to take at face value, but risks clearly lie towards output falls now.
- In one line: Pre-Budget chaos drags on consumer spending.
- In one line: House price inflation should accelerate slightly now that the Budget is behind us.
- In one line: The money and credit data suggests few pre-Budget worries in October.
- In one line: Holding up well in the face of chaotic Budget speculation through November.
- Chaotic pre-Budget tax-hike speculation shifts the risk to our growth forecasts to the downside.
- The Chancellor’s decision to increase fuel duty from September 2026 raises our 2027 inflation forecast.
- We expect the MPC to cut in December and hold in 2026, but are close to adding an April 2026 cut too.
- In one line: Lower 2026 inflation, but delayed fiscal consolidation lacks credibility and gives the MPC little reason to cut 2-year ahead inflation forecast.
- The Chancellor is gambling on the MPC cutting rates rapidly, but the Budget provides little reason to do so.
- We think gilts are ripe for a sell-off as the market digests the details of shaky Budget plans.
- This week’s data releases will show a only small hit to activity from months of pre-Budget speculation.
