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. RICS Residential Market Survey
- In one line: Tariffs will keep manufacturing output falling for the forseeable future.
Rob Wood (Chief UK Economist)UK
- In one line: Trade uncertainty will continue to weigh on manufacturing sentiment and activity.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: Good fundamentals and bad news will continue to pull consumers’ confidence in opposing directions.
Rob Wood (Chief UK Economist)UK
- In one line: The labour market holding up will keep the MPC gradual and careful, or maybe cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Short-term volatility as stamp duty relief ends in April, but house prices will still rise 4% in 2025.
Rob Wood (Chief UK Economist)UK
- In one line: REC’s recovery indicates that the labour market is stabilising.
Rob Wood (Chief UK Economist)UK
- In one line: Surging global uncertainty hammers manufacturing output, but watch rising price pressures.
Rob Wood (Chief UK Economist)UK
- In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing orders tick up and price pressures fall in February, but the sector remains weak.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: The jobs market holds up better than expected, generating strong wage growth that will keep the MPC cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Looming end of stamp duty relief causes volatility, longer-term house price outlook still looks solid.
Rob Wood (Chief UK Economist)UK
- In one line: The labour market improved marginally in January but remains hobbled according to the REC.
Rob Wood (Chief UK Economist)UK
- In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers’ confidence drops again in January as risks to the growth outlook build.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing orders bounce back, but activity remains chronically weak.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: Jobs market is loosening gradually, but strong wage growth is a block to quick MPC rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation of 5% in 2025 according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes hit employment, but the REC survey likely exaggerates the drop and wage growth rises.
Rob Wood (Chief UK Economist)UK
- In one line: The manufacturing PMI drops in December as demand weakens and sentiment sours.
Rob Wood (Chief UK Economist)UK
- In one line: Output and inflation head in opposite directions, leaving the MPC with a difficult trade-off.
Elliott Laidman Doak (Senior UK Economist)UK
