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.

Rob Wood (Chief UK Economist)

7 January 2026 UK Monitor. Look past the disappointing PMI headline, new orders improved

  • Look past the disappointing headline PMI for December; forward-looking balances improved.
  • The Q4 PMI is consistent with 0.0-to-0.2% growth, but new orders point to an improvement in January.
  • Price pressures remain stubborn despite weak jobs, which will keep the MPC cautious.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, November 2025

  • In one line: The money and credit data for November show a solid footing for activity in 2026.
Rob Wood (Chief UK Economist)UK

5 January 2026 UK Monitor Forecast review: five questions for the New Year

  • The story of 2025 was growth averaging close to potential but inflation much higher than expected.
  • We see similar trends in 2026, with growth rebounding in Q1 and inflation proving persistent.
  • We expect the MPC to end its rate-cutting cycle with a 25bp Bank Rate reduction in April.
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