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

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UK Datanote: UK Money & Credit, November 2025

  • In one line: The money and credit data for November show a solid footing for activity in 2026.
Rob Wood (Chief UK Economist)UK

6 January 2026 UK Monitor Healthy credit growth suggests GDP will pick up in Q1

  • Strong ISA savings were likely front-running the Budget rather than signalling weak spending.
  • Credit flows to businesses and households rose strongly in November, conveying confidence.
  • Mortgage approvals ticked down only slightly, and buyer interest should pick up in 2026.
Elliott Laidman Doak (Senior UK Economist)UK

5 January 2026 UK Monitor Forecast review: five questions for the New Year

  • The story of 2025 was growth averaging close to potential but inflation much higher than expected.
  • We see similar trends in 2026, with growth rebounding in Q1 and inflation proving persistent.
  • We expect the MPC to end its rate-cutting cycle with a 25bp Bank Rate reduction in April.
Rob Wood (Chief UK Economist)UK
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,