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 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.

UK Datanote: UK GDP April 2025

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

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.

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.

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.

UK Datanote: Construction PMI, May 2025

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

UK Datanote: UK Car Registrations, May 2025

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

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.

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. 

UK Datanote: UK Final Manufacturing PMI, May 2025

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

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.
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Keywords for: Publications

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