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.

February / March 2025

UK Datanote: U.K. Consumer Prices, March 2025

  • In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, February / March 2025

  • In one line: Enough softening for the MPC to cut, but strong wage growth will keep rate setters cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, February 2025

  • In one line: House prices rise in February but property price inflation will ease in Q2.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, March 2025

  • In one line: Solid jobs and accelerating wages will keep the MPC cautious heading into the trade war.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP February 2025

  • In one line:GDP soars in February but the MPC will look through the pre-Tariff data.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, February 2025

  • In one line: Fracturing global trade will begin to weigh on the trade balance in the coming months.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, March 2025

  • In one line: The housing market is cooling now but activity will pick up in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, March 2025

  • In one line: Jobs market passes the worst as prices and wages prove persistent.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, March 2025

  • In one line: Strengthening domestic spending can cushion the tariff blow.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, March 2025

  • In one line: The Construction sector will continue to recover as planning reforms and Government spending boost sentiment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, March 2025

  • In one line: 

    Car registrations will continue to rise despite ‘Liberation Day’ autos tariffs.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, March 2025

  • In one line: Stamp duty changes halt house price inflation in March, but it will accelerate again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, March 2025

  • In one line: Tariffs will keep manufacturing output falling for the forseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, January 2025

  • In one line: The trade balance will remain weak as energy prices remain high and uncertainty prevails.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, February 2025

  • In one line:Retail sales continue their post-Budget rebound and will drive a growth recovery in Q1

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, February 2025

  • In one line: Erratic items drag down inflation, underlying pressures remain stubborn.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, January 2025

  • In one line: House prices surge in January but the rush to beat higher stamp duty will fade.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, March 2025

  • In one line: Solid growth and strong price pressures means the MPC will have to be cautious.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Trade uncertainty will continue to weigh on manufacturing sentiment and activity.

Elliott Laidman Doak (Senior 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,