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.

December / January 2025

UK Datanote: UK GfK Consumers' Confidence Survey, January 2025

  • In one line: Consumers’ confidence drops again in January as risks to the growth outlook build.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Manufacturing orders bounce back, but activity remains chronically weak. 

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK Flash PMIs, January 2025

  • In one line: Payroll tax hikes cut jobs but raise inflation so the MPC will have to plot a middle course of cautious cuts.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Jobs market is loosening gradually, but strong wage growth is a block to quick MPC rate cuts.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, December 2024

  • In one line:Public sector borrowing exceeded the OBR’s latest forecasts in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, December 2024

  • In one line:Disappointing retail sales raise the risk of a small GDP fall in Q4, so the MPC will definitely cut rates in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, December 2024

  • In one line: House price inflation of 5% in 2025 according to the RICS.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Discount downside news which was driven by erratic airfares and hotels that will rebound; inflation is still heading above 3% in April.

Rob Wood (Chief UK Economist)UK

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

  • In one line:  Rising price pressures are a problem for the MPC, jobs growth holding up better than REC and PMI suggest.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, December 2024

  • In one line: Payroll tax hikes hit employment, but the REC survey likely exaggerates the drop and wage growth rises.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will be cautious.

Rob Wood (Chief UK Economist)UK

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

  • In one line: December BRC distorted by the late Black Friday, underlying retail sales volumes continue growing modestly.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, December 2024

  • In one line: Construction output continues to grow solidly, despite PMI drop in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, December 2024

  • In one line: New car registrations growth continues to recover from the Budget-induced October weakness.

Rob Wood (Chief UK Economist)UK

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 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: UK GfK Consumers' Confidence Survey, December 2024

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

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,