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)

6 November 2025 UK Monitor Only 21 sleeps to go until the Budget, but firms brush off worries

  • We expect Budget tax hikes and spending cuts of £40B to deliver double the previous fiscal headroom.
  • The devil is in the detail for the MPC, however, which likely needs to wait and see the Budget before acting.
  • Firms are brushing off tax speculation; the PMI signals growth close to potential and stabilising jobs.
Rob Wood (Chief UK Economist)UK

3 November 2025 UK Monitor Forecast review: soft inflation leads us to bring forward a rate cut

  • We retain our Q3 GDP growth forecast of 0.2% quarter-to-quarter, as the activity data have held firm...
  • ...But softer-than-expected inflation means we have brought forward our call for a rate cut to December.
  • We are waiting for further information on the Budget before forecasting an additional cut to Bank Rate.
Rob Wood (Chief UK Economist)UK
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence