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: UK GfK Consumers' Confidence Survey, March 2025

  • In one line: Good fundamentals and bad news will continue to pull consumers’ confidence in opposing directions.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, March 2025

  • In one line: Slightly more cautious committee keeps an option to skip a quarterly cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, January / February 2025

  • In one line: The labour market holding up will keep the MPC gradual and careful, or maybe cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP January 2025

  • In one line:GDP is on track to grow 0.3% quarter-to-quarter in Q1, beating the MPC's forecast.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, February 2025

  • In one line: Short-term volatility as stamp duty relief ends in April, but house prices will still rise 4% in 2025.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Retail sales growth remains healthy, driven by strong real wage growth and rate cuts.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, February 2025

  • In one line: REC’s recovery indicates that the labour market is stabilising.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, February 2025

  • In one line: Widespread uncertainty and weak demand pummel the PMI, but it should recover gradually.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Catastrophic jobs balance exaggerates economic weakness, but risks to our growth forecast are firmly down.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, February 2025

  • In one line: Easing borrowing costs drive car registrations higher in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, January 2025

  • In one line: Consumers are spending again but uncertainty hits investment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, February 2025

  • In one line: Surging global uncertainty hammers manufacturing output, but watch rising price pressures.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices rise again in February, but watch for a slowdown after April.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, January 2025

  • In one line:Retail sales recover from pre-Budget worries, more gains lie ahead as wages rise solidly.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, January 2025

  • In one line:Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, February 2025

  • In one line: Growth is weak but has bottomed while price pressures remain stubborn.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Softer than feared services offset by global price pressures, further inflation acceleration lies ahead.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Seasonally adjusted house prices rise in December to cap a strong year, but house-price inflation will be even stronger in 2025.

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