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.

UK Datanote: U.K. MPC Decision & Minutes

UK Datanote: Bank of England Decision Maker Panel, December 2024

  • In one line:  Rising price pressures are a problem for the MPC, jobs growth holding up better than REC and PMI suggest.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Nationwide’s house price index rises in December to cap a recovery in the housing market in 2024.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, December 2024

  • In one line: The manufacturing PMI drops in December as demand weakens and sentiment sours.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q3 2024

  • In one line: Q3 GDP growth revised down to zero, but we expect a rebound and stronger growth in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, December 2024

  • In one line: Dovish vote but cautious majority; February rate cut odds-on but only gradual interest rate reductions after. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, October 2024

  • In one line: The headline trade deficit widens in October as erratics weigh on the headline balance.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP October 2024

  • In one line:Economy grinds to a halt as Budget uncertainty and tariff threats weigh on businesses.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, November 2024

  • In one line: S Payroll tax hikes boost inflation more than they cut wages.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, November 2024

  • In one line: Budget and geopolitics hit manufacturing sentiment in November.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices bounce back after pre-Budget pause.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, October 2024

  • In one line: Tax hike fears lead households to dispose of assets and rush to complete house purchases.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP September 2024

  • 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

UK Datanote: UK International Trade, September 2024

  • In one line: The headline trade deficit widens as erratics and metals give up their surpluses.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, October 2024

  • In one line: Stubborn wages and prices keep the MPC cautious

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: UK International Trade, August 2024

  • In one line: The headline trade deficit narrows because of erratics and metals.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP August 2024

  • In one line:August’s GDP rebound underwhelmed, cutting our Q3 growth forecast to 0.2% quarter-to-quarter.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, September 2024

  • In one line: Recruitment difficulties ease but inflation and wage growth prove stubbornly elevated.

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

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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,