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.
Please use the filters on the right to search for a specific date or topic.
Rob Wood (Chief UK Economist)
- Tobacco duties and base effects will push up CPI inflation to 2.6% in November, from 2.3% in October.
- We expect energy and food to add 14bp to inflation, and core goods another 15bp, compared to October.
- CPI inflation 0.2pp higher than the MPC’s forecastwould rule out a December rate cut.
Rob Wood (Chief UK Economist)UK
- In one line: Budget and geopolitics hit manufacturing sentiment in November.
Rob Wood (Chief UK Economist)UK
- In one line: House prices bounce back after pre-Budget pause.
Rob Wood (Chief UK Economist)UK
- In one line: Tax hike fears lead households to dispose of assets and rush to complete house purchases.
Rob Wood (Chief UK Economist)UK
MARKET REPRICES FOR FEWER RATE CUTS...
- ...AND WE NOW SEE HOUSE PRICES RISING BY 4% IN DECEMBER
Rob Wood (Chief UK Economist)UK
- We trim our Q4 growth forecast to 0.3% quarter-to-quarter, after weak GDP and the fall in the PMI.
- Unemployment is likely trending up gradually and wage growth is slowing.
- But services inflation and wage growth remain too strong, so the MPC will cut only gradually.
Rob Wood (Chief UK Economist)UK
REBOUNDING GROWTH AND SLOWLY EASING WAGES
- ...THE MPC WILL CUT IN NOVEMBER AND THREE TIMES IN 2025
Rob Wood (Chief UK Economist)UK
