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.

Q1 2024

UK Datanote: UK RICS Residential Market Survey, August 2024

  • In one line: House price inflation accelerates immediately after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, July 2024

  • In one line: High energy costs will keep the trade deficit wide for the foreseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP July 2024

  • In one line:July GDP was dragged down by erratic sectors, it will rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, July / August 2024

  • In one line: Encouraging wage slowdown keeps the MPC on track to cut rates again in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, August 2024

  • In one line: Slowing pay growth but the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, August 2024

  • In one line: Strong construction growth continues as interest rate cuts boost demand.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, August 2024

  • In one line: 

    Private sales start to turn around as consumer confidence rises.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The strengthening PMI means the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales gain more ground in August.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, August 2024

  • In one line: Manufacturing output grows solidly giving firms the confidence to hire again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, July 2024

  • In one line: Lower mortgage interest rates boost the housing market.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices drop unexpectedly in August, but should rebound as borrowing costs fall.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Consumers' confidence unchanged in August, but it will improve from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, August 2024

  • In one line: The PMI signals faster growth and slower inflation, but the employment balances will worry the MPC.

Samuel TombsUK

UK Datanote: UK Public Finances, July 2024

  • In one line:Spending is already overshooting Budget forecasts, government borrowing will exceed the Budget forecasts.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, June 2024

  • In one line: Trade deficit weighed down by erratics, non-monetary gold and natural gas prices.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP June 2024

  • In one line: Solid GDP growth suggests the MPC can wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Weaker inflation helps the case for rate cuts, but airfares and hotel prices will rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Labour Market Data, June / July 2024

  • In one line: Encouraging wage slowdown but recovering jobs growth will keep the labour market tight.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, July 2024

  • In one line: Jobs market rebounding but wage growth stays soft for now.

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,