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.

U.K. Consumer Prices

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

  • 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

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

  • In one line: Gradually slowing underlying inflation means only gradual cuts.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Consumers’ confidence falls on Budget, clarity on October 30 will help sentiment recover.

Rob Wood (Chief UK Economist)UK

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

  • 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

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

  • In one line: House prices rebound strongly in September.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices drop unexpectedly in August, but should rebound as borrowing costs fall.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Consumers' confidence unchanged in August, but it will improve from here.

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. Nationwide House Prices, July 2024

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

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. 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

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

  • In one line: House prices rise as mortgage rates look set to fall again.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strengthening real wage growth and emerging hopes for the economy boost consumer confidence.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Persistent services inflation means more delay to rate cuts.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices are resisting the mortgage rate rise.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GfK Consumers' Confidence Survey, April 2024

  • In one line: Consumers will spend more as their financial situation improves.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GfK Consumers' Confidence Survey, May 2024

  • In one line: Strengthening real wage growth drives a consumer upturn.

Rob Wood (Chief UK Economist)UK

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

  • In one line: June rate cut off the cards as services barely slows.

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,