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.

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Rob Wood (Chief UK Economist)

1 October 2025 UK Monitor H1 growth well-balanced, if we smooth through front-running

  • Growth in the first half of the year looks well-balanced once we average out tariff and tax front-running.
  • Downward revisions to the saving rate in 2022-to-23 suggest the latest figures will also be cut eventually.
  • Sharp falls in the profit share are likely to be partly resolved by price hikes later this year and in 2026.
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Keywords for: Publications

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