Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

November / December 2024

UK Datanote: U.K. Nationwide House Prices, December 2024

  • In one line: Nationwide’s house price index rises in December to cap a recovery in the housing market in 2024.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, December 2024

  • In one line: The manufacturing PMI drops in December as demand weakens and sentiment sours.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q3 2024

  • In one line: Q3 GDP growth revised down to zero, but we expect a rebound and stronger growth in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, November 2024

  • In one line:Public sector borrowing likely marginally below October Budget forecasts.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, November 2024

  • In one line:Retail sales bounce back in November but disappoint relative to consensus.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, December 2024

  • In one line: Dovish vote but cautious majority; February rate cut odds-on but only gradual interest rate reductions after. 

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, December

  • In one line: Output and inflation head in opposite directions, leaving the MPC with a difficult trade-off.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: U.K. Consumer Prices, November 2024

  • In one line: Duties and base effects drive up CPI inflation, which will rise to 3.1% in April.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, October / November 2024

  • In one line: Higher pay growth and better jobs gains than the surveys will keep the MPC cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, October 2024

  • In one line: The headline trade deficit widens in October as erratics weigh on the headline balance.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP October 2024

  • In one line:Economy grinds to a halt as Budget uncertainty and tariff threats weigh on businesses.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, December 2024

  • In one line: Consumers’ confidence grinds higher in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, November 2024

  • In one line: The RICS roars higher as buyers rush to beat stamp duty changes and the MPC’s second rate cut feeds through.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, November 2024

  • In one line: The REC weakens in November as the Budget tax hikes bite.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, October 2024

  • In one line: The PMI falls, but it will rebound after the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, November 2024

  • In one line: The Budget hit sentiment, but we take some encouragement from the large upward revision to the PMI.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, November 2024

  • In one line: S Payroll tax hikes boost inflation more than they cut wages.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, November 2024

  • In one line: The Budget keeps construction growth solid for now, but boosts inflation pressure and cuts optimism.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, November 2024

  • In one line: Signs that private demand is turning.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, November 2024

  • In one line: Late Black Friday cuts retail sales growth.

Rob Wood (Chief UK Economist)UK

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.K. Documents

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