Pantheon Macroeconomics

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UK Publications

Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 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: UK Flash PMIs, November 2025

  • In one line: Dovish even if the PMI overreacts to politics, so a December rate cut is even more likely.
Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, November 2025

  • In one line: Manufacturing output to remain weak in Q4.
Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, November 2025

  • In one line: Dovish hold, so we are comfortable with our call for a December cut. 
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, September 2025

  • In one line:Borrowing overshoot shrinks but the Chancellor still has to raise taxes or cut spending by at least £25B.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, August 2025

  • In one line:Ms. Reeves has a revenue problem.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, July 2025

  • In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, June 2025

  • In one line:Autumn tax hikes are likely and will probably be backloaded.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, May 2025

  • In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.
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,