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.

September / October 2024

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

UK Datanote: UK RICS Residential Market Survey, July 2024

  • In one line: House price inflation edged down in July, but will accelerate as mortgage rates fall.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, July 2024

  • In one line: The Construction PMI roars ahead.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales return to growth in July.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The PMI signals steady growth now and a stronger expansion to follow.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Car Registrations, July 2024

  • In one line: Private sales remain weak, total registrations continue to grow.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, August 2024

  • In one line: Doves let loose, another rate cut is coming by year-end.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, July 2024

  • In one line: Manufacturing growth and employment to accelerate as business optimism soars.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House price inflation beats expectations again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, June 2024

  • In one line: Fading consumer caution and renewed corporate risk appetite bode well for growth.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, June 2024

  • In one line: Fading consumer caution and renewed corporate risk appetite bode well for growth.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, July 2024

  • In one line: A mixed bag for the MPC as inflation slows but employment and business confidence surge.

Samuel TombsUK

UK Datanote: UK Public Finances, June 2024

  • In one line:Unrealistic spending plans mean the next government will borrow more and raise taxes.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, June 2024

  • In one line:Colder weather deters shoppers but overall GDP will still jump in Q2.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Imminent interest rate cuts boost consumers’ confidence.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The labour market is easing making an August rate cut a very close call.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Erratic hotel prices drive June inflation surprise, but this is too strong for the MPC to cut in August.

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,