Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our 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.

Datanotes Rob Wood (Chief UK Economist)

UK Datanote: U.K. Official House Price Index, March

  • In one line: House prices jump in March, but further gains will be more challenging as markets reprice rate cuts.

Rob Wood (Chief UK Economist)UK

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. International Trade, March 2024

  • In one line: Falling energy prices improve trade deficit.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GDP, March 2024

  • In one line: Back with a bang, upside risks to our growth forecast.

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: U.K. Public Finances, February 2024

  • In one line: Borrowing overshoots Budget forecasts but the Chancellor will still cut taxes again later this year.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Disappointing in March but retail will still boost Q1 GDP.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. International Trade, February 2024

  • In one line: Trade deficit little changed in February, but will improve this year.

Rob Wood (Chief UK Economist)UK

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