Pantheon Publications
Below is a list of our Publications for the last 6 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: Growth beating the MPC's forecast, supporting services inflation.
Rob Wood (Chief UK Economist)UK
- In one line: Stagnant, but real wage growth and interest rate cuts will help.
Rob Wood (Chief UK Economist)UK
- In one line: Rain stopped play, sales will recover.
Rob Wood (Chief UK Economist)UK
- We think GDP rose 0.2% month-to-month in January, as retail sales stormed back from December’s drop.
- That is not a flash in the pan, as the PMI shows firms’ optimism in the growth outlook at a two-year high.
- We expect GDP to rise 0.3% quarter-to-quarter in Q1, above the MPC’s 0.1% forecast.
Rob Wood (Chief UK Economist)UK
- CPI inflation likely fell to 3.5% in February, from 4.0% in January, matching the MPC’s forecast.
- Base effects should cut services inflation, while weaker costs continue to reduce goods inflation.
- Another ONS update to the CPI weights should have only a small impact outside of airfares.
Rob Wood (Chief UK Economist)UK
- We remain optimistic about GDP this year, expecting quarter-to-quarter growth to average 0.3%.
- Energy-price falls will lower inflation below 2% in Q2, supporting the real wage outlook.
- We expect the MPC to lower rates by 75bp in 2024, but sticky services inflation could delay the first cut.
Rob Wood (Chief UK Economist)UK
