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.

April & Q2

UK Datanote: UK MPC Decision and Minutes, December 2024

  • In one line: Dovish vote but cautious majority; February rate cut odds-on but only gradual interest rate reductions after. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, November 2024

  • In one line: Budget and geopolitics hit manufacturing sentiment in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, October 2024

  • In one line: Tax hike fears lead households to dispose of assets and rush to complete house purchases.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, November 2024

  • In one line: More cautious MPC will cut once-a-quarter at most.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, September 2024

  • In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, September 2024

  • In one line: The MPC will cut gradually, next in November and then in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, September 2024

  • In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, August 2024

  • In one line: MPC interest rate cuts are boosting the housing market and corporate borrowing.

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: 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: 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 Final Manufacturing PMI, June 2024

  • In one line: Manufacturing continues to recover solidly.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, April

  • In one line: House prices keep rising despite higher mortgage rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, April 2024

  • In one line: Not a lot happening once we look through the noise from erratics, gold and fuel.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP April 2024

  • In one line: Flat GDP is a result, leaving the economy on track to grow 0.4% quarter-to-quarter in Q2.

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,