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)
- In one line: Consumer spending growth has slowed only a little since the Iran war started.
- In one line: Political drama likely weighed on the RICS in May, but underlying activity remains weak.
- In one line: GDP still on track to grow 0.2% quarter-to-quarter in Q2, despite unwinding fuel hoarding and a doctor's strike cutting output in April.
- In one line: High energy costs begin to feed through to core import price inflation.
- In one line: Uncertainty hits hiring plans in May, but sentiment is likely better now than the REC suggests.
- In one line: Slowing growth and easing price pressures skews risks towards rates on hold in 2026.
- In one line: Construction PMI likely too downbeat, but output still set to fall over the coming months.
- In one line:Car registrations resilient in May but demand will slow as higher borrowing costs bite.
- In one line: Easing price expectations and falling jobs raise the chances of the MPC keeping rates on hold.
- We expect CPI inflation to increase to 3.0% in May, from 2.8% in April.
- Airfares will recover, and last year’s vehicle-duty correction will boost recorded inflation.
- Motor fuel prices have peaked, but utility and food bills will push inflation to a peak of 3.6% in November.
- In one line: Consumers and firms look solid in April even if some borrowing was front-running rate hikes.
- In one line: House price inflation to gradually ease over the rest of the year.
- In one line: Manufacturing growth will slow as front-running unwinds, but price pressures are building.
- In one line: Downward revision to 2025/26 borrowing leaves little net news, but higher inflation will boost borrowing in the year ahead.
- In one line: Limited fall in ex-petrol retail sales suggest consumption is slowing rather than collapsing.
- In one line: Early May sample period leaves confidence looking too rosy.
- In one line: Sharp output downturn leaves MPC more likely to hold in July.
- In one line: Inflation scotches a June hike, but most of the downside surprise was in erratic components that will rebound.
- In one line: In one line: Sharp payrolls fall will be revised much stronger, but with wages weakening too the MPC will stay on hold in June.
GROWTH WOBBLES WHILE INFLATION JUMPS...
- …THE MPC WILL HOLD RATES AS LONG AS IT CAN
