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.
July 2024
- In one line:Retail sales will rebound after budget uncertainty, mild weather and a calendar quirk cut October volumes.
Rob Wood (Chief UK Economist)UK
- In one line: PMI at a 13-month low makes a February rate cut a slam dunk, but the MPC will stay on hold in December.
Samuel TombsUK
- In one line: Consumers’ confidence recovers in November, but was held back by rising inflation and market interest rates.
Rob Wood (Chief UK Economist)UK
- In one line:Surging debt interest costs raise borrowing, leaving the Chancellor with little headroom.
Rob Wood (Chief UK Economist)UK
- In one line: Gradually slowing underlying inflation means only gradual cuts.
Rob Wood (Chief UK Economist)UK
- In one line:The underlying GDP trend is stronger than the headline fall, which was dragged down by a huge erratic fall in IT.
Rob Wood (Chief UK Economist)UK
- In one line: The headline trade deficit widens as erratics and metals give up their surpluses.
Rob Wood (Chief UK Economist)UK
- In one line: The RICS price balance shrugs off Budget uncertainty to rise in October.
Rob Wood (Chief UK Economist)UK
- In one line: Gradually easing labour market will allow the MPC to keep cutting rates gradually
Rob Wood (Chief UK Economist)UK
- In one line: The REC weakens slightly in October, but the MPC downplay the survey now due to its poor correlation with official data.
Rob Wood (Chief UK Economist)UK
- In one line: More cautious MPC will cut once-a-quarter at most.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales growth falls according to the BRC, but it should improve
Rob Wood (Chief UK Economist)UK
- In one line: The PMI falls but still shows solid activity.
Rob Wood (Chief UK Economist)UK
- In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers’ confidence falls on Budget, clarity on October 30 will help sentiment recover.
Rob Wood (Chief UK Economist)UK
- In one line: The PMI signals slowing growth and stubborn services inflation.
Samuel TombsUK
- In one line:Government borrowing overshoots OBR forecast again, Ms. Reeves will raise planned taxes, spending and borrowing in her October 30 budget.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales defy the rain to rise in September.
Rob Wood (Chief UK Economist)UK
- In one line: Volatile air fares cut CPI services inflation and will rebound, but Governor Bailey will now look for “aggressive" cut.
Rob Wood (Chief UK Economist)UK
