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)
- In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
- In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.
- In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.
- In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.
- In one line: PMI rebounds as uncertainty fades, and drop in price balances helps the MPC.
- In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.
- In one line: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.
- In one line: Inflation should run around 3.5% for the rest of the year, although an Easter boost means the April headline exaggerates the strength a little.
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
- In one line:Fading consumer caution will keep GDP ticking along.
- In one line: Gradually easing labour market justifies further gradual rate cuts.
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
- In one line: The housing market slowdown will be temporary according to the RICS.
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
- In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.
- In one line: The Construction PMI improves but signals falling activity, it will remain weak for some time.
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
- In one line: Car registrations tank as duties increase.
