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. S&P Global/CIPS Manufacturing Survey

UK Datanote: UK RICS Residential Market Survey, October 2024

  • In one line: The RICS price balance shrugs off Budget uncertainty to rise in October.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, October 2024

  • 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

UK Datanote: UK MPC Decision and Minutes, November 2024

  • In one line: More cautious MPC will cut once-a-quarter at most.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, September 2024

  • In one line: Expectations of further rate cuts continue to lift the housing market and corporate borrowing.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, October

  • In one line: CBI rebounds in October but still signals a weak manufacturing sector as Budget uncertainty takes a toll.

Elliott Laidman Doak (Senior 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: UK RICS Residential Market Survey, September 2024

  • In one line: House price inflation surges after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, September 2024

  • In one line: The REC stays weak, supporting another 25bp rate cut in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, September 2024

  • In one line: The MPC will cut gradually, next in November and then in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, September 2024

  • In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, August 2024

  • In one line: MPC interest rate cuts are boosting the housing market and corporate borrowing.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, September

  • In one line: CBI points to struggling manufacturing but it is volatile, watch the stronger PMI instead.

Andrés Abadía (Chief LatAm 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: UK RICS Residential Market Survey, August 2024

  • In one line: House price inflation accelerates immediately after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, August 2024

  • In one line: Slowing pay growth but the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, August 2024

  • In one line: Manufacturing output grows solidly giving firms the confidence to hire again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, July 2024

  • In one line: Lower mortgage interest rates boost the housing market.

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. CBI Industrial Trends Survey, August

  • In one line: CBI orders and prices rebound as expected in August.

Andrés Abadía (Chief LatAm Economist)UK

UK Datanote: UK Report on Jobs Survey, July 2024

  • In one line: Jobs market rebounding but wage growth stays soft for now.

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,