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: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.
- In one line: The headline trade balance will improve as falls in erratic components unwind.
- In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.
- In one line: The housing market is primed for a recovery in 2026.
- In one line: Few reasons for builders to be more optimistic in 2026, so the construction PMI will remain weak.
- In one line: Job falls ease after the Budget circus ends while inflation remains stick.
- In one line: Discounting and post-Budget relief boost autos sales in December, but the trend remains upwards.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: The money and credit data for November show a solid footing for activity in 2026.
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
- In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.
- In one line: Weak house price inflation in October means we cut our Q4 forecast.
- In one line:Fiscal plans rest on shaky foundations.
- In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.
- In one line: Cautious cut, we see one more in April, but it will be another closely fought decision.
- In one line: Activity should continue to rise in Q1 2026.
- In one line: Budget chaos hits job growth, but pay growth remains strong nonetheless so the MPC will have to be cautious.
- In one line:Some of the downside was noise and will unwind, but GDP will now do well to rise 0.1% quarter-to-quarter in Q4.
- In one line: The trade balance should improve in November as erratic falls unwind and goods exports rise.
- In one line: Signs of stubborn wage growth despite weak jobs are widespread.
