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.

April & Q2

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

UK Datanote: U.K. Public Finances, April 2024

  • In one line: There isn't room for tax cuts but the Chancellor seems set on another fiscal event in the Autumn.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Labour Market Data, March / April 2024

  • In one line: Slowing jobs growth keeps MPC rate cut on track , despite strong wage growth.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. MPC Decision and Minutes, May 2024

  • In one line: On track for a June rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, April 2024

  • In one line: Still uncomfortably weak enough for the MPC to cut rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, April 2024

  • In one line: Encouraging as higher mortgage rates slow price inflation only a little. 

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, April 2024

  • In one line: Construction growth back with a bang.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Car Registrations, April 2024

  • In one line: Weak private car sales suggest consumer caution.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, April 2024

  • In one line: A grim April but retail sales should recover as the weather improves.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, March 2024

  • In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK final services and composite PMI, April 2024

  • In one line: Strengthening growth and slowing inflation, but watch the jump in input costs.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Two corrections starts to become a trend.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, April 2024

  • In one line: Manufacturing almost stabilised but input cost inflation jumped.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK CBI Industrial Trends Survey, April & Q2

  • In one line: Output prices likely rising more slowly than the CBI’s survey implies.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, March 2024

  • In one line: Almost back to growth.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, February 2024

  • In one line:Consumer caution fading in response to lower interest rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. MPC Decision and Minutes, March 2024

  • In one line: MPC gears up for a summer rate cut with tweaks to guidance.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, February 2024

  • In one line: Expected interest rate cuts breathe life into house building.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. S&P Global/CIPS Services Survey, February 2024

  • In one line: Growth beating the MPC's forecast, supporting services inflation.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, January 2024

  • In one line: Consumer credit rebound backs up retail sales recovery in January.

Samuel TombsUK

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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,