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.
Housing SupplyInflationThe Rental Market
STEADY GROWTH DESPITE STICKY RATES...
- ...HOUSING MARKET ACTIVITY TO ACCELERATE IN H2
Rob Wood (Chief UK Economist)UK
- In one line: Higher mortgage rates take a toll but estate agents expect a recovery later in the year.
Rob Wood (Chief UK Economist)UK
- In one line: Higher mortgage rates take a toll but estate agents expect a recovery later in the year.
Rob Wood (Chief UK Economist)UK
- In one line: Not as bad as feared, labour market is easing and wage growth will follow.
Rob Wood (Chief UK Economist)UK
LATER RATE CUTS SLOW THE HOUSING MARKET RECOVERY...
- ...WE EXPECT HOUSE PRICES TO RISE ONLY 3% IN 2024
Rob Wood (Chief UK Economist)UK
- In one line: Slowing jobs growth keeps MPC rate cut on track , despite strong wage growth.
Rob Wood (Chief UK Economist)UK
- In one line: Encouraging as higher mortgage rates slow price inflation only a little.
Rob Wood (Chief UK Economist)UK
A SMALL WOBBLE AS MORTGAGE-RATE DROP PAUSES...
- ...BUT PRICES WILL STILL RISE 4% IN 2024
Rob Wood (Chief UK Economist)UK
- In one line: Building hopes of rate cuts boost buyer demand and house prices.
Rob Wood (Chief UK Economist)UK
- In one line: House price gains heading to 5% year-over-year soon.
Rob Wood (Chief UK Economist)UK
- In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.
Rob Wood (Chief UK Economist)UK
PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES EDGE LOWER
Samuel TombsUK
- In one line: Further evidence to support our view of a material recovery in house prices this year.
UK
PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES KEEP FALLING
Samuel TombsUK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...
- ...FALLING MORTGAGE RATES WILL LEAD TO A 5% RISE IN 2024
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK