UK Publications
Below is a list of our UK Publications for the last 6 months. If you are looking for reports older than 6 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.
January / February 2025
- In one line: House prices rise again in February, but watch for a slowdown after April.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales recover from pre-Budget worries, more gains lie ahead as wages rise solidly.
Rob Wood (Chief UK Economist)UK
- In one line:Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.
Rob Wood (Chief UK Economist)UK
- In one line: Growth is weak but has bottomed while price pressures remain stubborn.
Rob Wood (Chief UK Economist)UK
- In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing orders tick up and price pressures fall in February, but the sector remains weak.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: Softer than feared services offset by global price pressures, further inflation acceleration lies ahead.
Rob Wood (Chief UK Economist)UK
- In one line: The jobs market holds up better than expected, generating strong wage growth that will keep the MPC cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote.
Rob Wood (Chief UK Economist)UK
- In one line: Employment stagnates but disinflation is over.
Rob Wood (Chief UK Economist)UK
- In one line: The BRC kickstarts the year with strong growth, we expect it to continue.
Rob Wood (Chief UK Economist)UK
- In one line: Looming end of stamp duty relief causes volatility, longer-term house price outlook still looks solid.
Rob Wood (Chief UK Economist)UK
- In one line: The labour market improved marginally in January but remains hobbled according to the REC.
Rob Wood (Chief UK Economist)UK
- In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes boost inflation and cut growth; the MPC will have to plot a middle path.
Rob Wood (Chief UK Economist)UK
- In one line: Private car registrations fall eases in January; the trend should improve in 2025.
Rob Wood (Chief UK Economist)UK
- In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation is trending higher despite the weak monthly gain in Nationwide's index.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers’ confidence drops again in January as risks to the growth outlook build.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing orders bounce back, but activity remains chronically weak.
Elliott Laidman Doak (Senior UK Economist)UK
