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 Money & Credit

UK Datanote: UK Final Manufacturing PMI, March 2025

  • In one line: Tariffs will keep manufacturing output falling for the forseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, March 2025

  • In one line: Slightly more cautious committee keeps an option to skip a quarterly cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, January 2025

  • In one line: Consumers are spending again but uncertainty hits investment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, February 2025

  • In one line: Surging global uncertainty hammers manufacturing output, but watch rising price pressures.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, February 2025

  • In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, January 2025

  • In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, December 2024

  • In one line: Easing consumer saving should support demand, but tax hikes hit business investment.

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 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 Final Manufacturing PMI, November 2024

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

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 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 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

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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,