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.
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Datanotes Rob Wood (Chief UK Economist)
- In one line: Not as good as it looks, but the PMIs still say the MPC should worry more about inflation than growth.
- In one line:The Chancellor will need to borrow more than expected in the upcoming fiscal year.
- In one line: Higher inflation means consumers’ confidence will remain weak in 2026.
- In one line:Tentative signs that consumers are willing to run down their high saving rate to support consumption.
- In one line: Underlying inflation accelerating tips the balance towards rate hikes if oil prices stay high, or limits the room for cuts if oil prices fall back.
- In one line: Stabilising jobs and unemployment fall challenges the MPC assessment of how fast the labour market was loosening.
- In one line: House price inflation to remain weak in 2026.
- In one line: Import price growth will jump in the coming months.
- In one line:About half of the February GDP gain was erratic, but that still leaves signs of improving underlying growth as Budget uncertainty eased.
- In one line: Housing market activity will grind down over the course of 2026.
- In one line: Construction sector activity to remain weak in the coming months.
- In one line: Surging input prices will worry the MPC.
- In one line: Growth in autos registrations will ease in the coming months.
- In one line: Job market stable in March, but high inflation will weigh on employment in 2026.
- In one line: BRC sales flattered by early Easter in March, growth will slow in April.
- In one line: House price inflation has further to drop as the Iran War dents sentiment and boosts borrowing costs.
- In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.
- In one line: Consumers’ confidence has further to fall in 2026.
- In one line: Households and businesses on solid financial footing heading into the energy price shock.
- In one line: The housing market will weaken over the course of 2026.
