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
- In one line:Retail sales flattered by the weather, but the trend is up as real wage gains drive stronger spending.
Rob Wood (Chief UK Economist)UK
- In one line:Government borrowing overshoot widens, so the Chancellor will raise taxes and change the debt rule in the Budget.
Rob Wood (Chief UK Economist)UK
- In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.
Rob Wood (Chief UK Economist)UK
- In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation accelerates immediately after MPC rate cut.
Rob Wood (Chief UK Economist)UK
- In one line: High energy costs will keep the trade deficit wide for the foreseeable future.
Rob Wood (Chief UK Economist)UK
- In one line:July GDP was dragged down by erratic sectors, it will rebound.
Rob Wood (Chief UK Economist)UK
- In one line: Encouraging wage slowdown keeps the MPC on track to cut rates again in November.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing pay growth but the MPC will wait until November to cut rates again.
Rob Wood (Chief UK Economist)UK
- In one line: Strong construction growth continues as interest rate cuts boost demand.
Rob Wood (Chief UK Economist)UK
- In one line: The strengthening PMI means the MPC will wait until November to cut rates again.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales gain more ground in August.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing output grows solidly giving firms the confidence to hire again.
Rob Wood (Chief UK Economist)UK
- In one line: Lower mortgage interest rates boost the housing market.
Rob Wood (Chief UK Economist)UK
- In one line: House prices drop unexpectedly in August, but should rebound as borrowing costs fall.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers' confidence unchanged in August, but it will improve from here.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI signals faster growth and slower inflation, but the employment balances will worry the MPC.
Samuel TombsUK
- In one line:Spending is already overshooting Budget forecasts, government borrowing will exceed the Budget forecasts.
Rob Wood (Chief UK Economist)UK
- In one line: Trade deficit weighed down by erratics, non-monetary gold and natural gas prices.
Rob Wood (Chief UK Economist)UK