Pantheon Macroeconomics

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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.

September / October 2024

UK Datanote: UK Flash PMIs, November 2024

  • In one line: PMI at a 13-month low makes a February rate cut a slam dunk, but the MPC will stay on hold in December.

Samuel TombsUK

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

  • In one line: Consumers’ confidence recovers in November, but was held back by rising inflation and market interest rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, October 2024

  • In one line:Surging debt interest costs raise borrowing, leaving the Chancellor with little headroom.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Gradually slowing underlying inflation means only gradual cuts.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, September

  • In one line: House prices fall marginally in September but the trend remains up.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP September 2024

  • In one line:The underlying GDP trend is stronger than the headline fall, which was dragged down by a huge erratic fall in IT.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, September 2024

  • In one line: The headline trade deficit widens as erratics and metals give up their surpluses.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, October 2024

  • In one line: The RICS price balance shrugs off Budget uncertainty to rise in October.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Gradually easing labour market will allow the MPC to keep cutting rates gradually

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, October 2024

  • In one line: The REC weakens slightly in October, but the MPC downplay the survey now due to its poor correlation with official data.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Stubborn wages and prices keep the MPC cautious

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, November 2024

  • In one line: More cautious MPC will cut once-a-quarter at most.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, October 2024

  • In one line: 

    Consumers and businesses hold back on purchases of vehicles as the Budget loomed.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales growth falls according to the BRC, but it should improve

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, October 2024

  • In one line: The PMI falls but still shows solid activity.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, September 2024

  • In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.

Rob Wood (Chief UK Economist)UK

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

  • In one line: CBI rebounds in October but still signals a weak manufacturing sector as Budget uncertainty takes a toll.

Elliott Laidman Doak (Senior UK Economist)UK

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

  • In one line: Consumers’ confidence falls on Budget, clarity on October 30 will help sentiment recover.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, October 2024

  • In one line: The PMI signals slowing growth and stubborn services inflation.

Samuel TombsUK

UK Datanote: UK Public Finances, September 2024

  • In one line:Government borrowing overshoots OBR forecast again, Ms. Reeves will raise planned taxes, spending and borrowing in her October 30 budget.

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,