Pantheon Macroeconomics

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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.

UK Datanote: Retail Sales, June 2025

  • In one line:Retail sales are trending up solidly.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, July 2025

  • In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, June 2025

  • In one line: Consumers still look set to support GDP growth in H2.
Rob Wood (Chief UK Economist)UK

1 August 2025 UK Monitor Setting probabilities around our Bank Rate forecast

  • Our central Bank Rate forecast is hawkish, assuming only one more cut this year and none next year.
  • A probability-weighted average of three scenarios is more dovish but still above the market in 2026.
  • Continued sharp payroll falls or easing inflation expectations would shift us to more dovish scenarios. 
Rob Wood (Chief UK Economist)UK

July 2025- UK Chartbook

WEAK JOBS PUSHING THE MPC TO AN AUGUST CUT...

  • …BUT IT’S A ONE-AND-DONE
Rob Wood (Chief UK Economist)UK
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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,