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 Report on Jobs Survey, November 2025

  • In one line: Signs of stubborn wage growth despite weak jobs are widespread.
Rob Wood (Chief UK Economist)UK

UK Datanote: Final PMI, November 2025

In one line: Budget circus hits sentiment, which can recover now the event has passed. 

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, November 2025

In one line: Catastrophic PMI saying conditions are as bad as during a full lockdown is hard to take at face value, but risks clearly lie towards output falls now.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, November 2025

  • In one line: Pre-Budget chaos drags on consumer spending.
Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Price Index, November 2025

  • In one line: House price inflation should accelerate slightly now that the Budget is behind us. 
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, November 2025

  • In one line: Holding up well in the face of chaotic Budget speculation through November.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Budget, November 2025

  • In one line: Lower 2026 inflation, but delayed fiscal consolidation lacks credibility and gives the MPC little reason to cut 2-year ahead inflation forecast.
Rob Wood (Chief UK Economist)UK

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
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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,