Pantheon Publications
Below is a list of our Publications for the last 5 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.
Datanotes Rob Wood (Chief UK Economist)
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: Retail spending can power another solid quarter of economic growth in Q3.
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: The PMI inches up but still remains overly downbeat.
- In one line: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
- In one line: Private car registrations should continue to rise as displacement demand drives sales.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
- In one line: Consumers’ confidence to stay rangebound for the rest of the year.
- In one line: Growth will match the MPC’s expectations in Q3.
- In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.
- In one line: Another hawkish blow to the MPC means no more cuts this year.
- In one line: RICS falters in July but it will gradually rise in H2.
- In one line:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: The REC improves in July but signals the jobs market remains weak.
- In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: Official retail sales will rise at a healthy clip in July.
