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.
Weekly Monitor Daily Monitor
- We expect GDP to stagnate in December, putting growth at -0.1% quarter-to-quarter in Q4.
- Industrial production likely fell, while we expect healthcare and education to detract from growth.
- A small upward revision to November’s GDP would be enough to avoid GDP falling in Q4 as a whole.
Rob Wood (Chief UK Economist)UK
- We think President Trump’s tariffs, by fracturing supply chains, will be stagflationary for the UK.
- We expect CPI inflation to accelerate to 2.8% in January, 0.3pp more than the MPC expected.
- Goods inflation will slow, but airfares and private-school fees will boost services inflation.
Rob Wood (Chief UK Economist)UK
- Payroll-tax hikes are driving growth down and inflation up to a greater extent than we expected.
- We cut our 2025 GDP forecast to 1.1% year-over-year, from 1.3%, but raise inflation by 10bp to 3.1%.
- We retain our long-held call for three cuts to Bank Rate in 2025, with the first coming on Thursday.
Rob Wood (Chief UK Economist)UK
