Pantheon Macroeconomics

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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)

UK Datanote: U.K. Official House Price Index, April 2025

  • In one line: House prices fall in April, but the market will recover quickly.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, May 2025

  • In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, May 2025

  • In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, June 2025

  • In one line: Consumers’ confidence inches up, but it will be tested over the summer.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, June 2025

  • In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes. 

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, May 2025

  • In one line:Retail sales tank in May but will rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, June 2025

  • In one line: Activity rises and price pressures fall, but geopolitical stress a rising worry.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, May 2025

  • In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP April 2025

  • In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, April / May 2025

  • In one line: A dovish release that raises the chance of the MPC easing policy again in August.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, May 2025

  • In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, May 2025

  • In one line: DMP raises the chance of an August cut, but the survey will likely recover further in June.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, May 2025

  • In one line: Construction PMI should improve only slowly as sentiment remains weak.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, May 2025

  • In one line: Falling interest rates and a healthy consumer will support car registrations.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, May 2025

  • In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, April 2025

  • In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, May 2025

  • In one line: Manufacturing is past the worst as tariff uncertainty fades.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, May 2025

  • In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, April 2025

  • In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, May 2025

  • In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.

Rob Wood (Chief UK Economist)UK

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence