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.
- Uncertainty hammered the PMI in April, suggesting a chance that UK GDP will fall in Q2.
- The MPC will retain some caution, however, as the PMI shows underlying inflation accelerating.
- Rate-setters can get away with a couple of precautionary rate cuts in May and June.
- In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.
- We expect zero GDP growth in March as industrial production falls and service activity slows.
- Quarter-to-quarter growth of 0.6% in Q1 will comfortably beat the MPC’s projection of 0.3%.
- GDP growth will slow further in Q2-to-Q4 2025 as the trade war begins to feed into the hard data.
- We expect the MPC to cut Bank Rate by 25bp next week, with two members favouring a 50bp reduction.
- The MPC will likely judge that lower market expectations for Bank Rate are mostly warranted.
- High uncertainty will sap growth, and a new disinflationary scenario should support faster rate cuts.
