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)

UK Datanote: UK Money & Credit, July 2025

  • In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, August 2025

  • In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, August 2025

  • In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
Rob Wood (Chief UK Economist)UK

1 September 2025 UK Monitor Forecast review: above-consensus growth and rising inflation

  • Data in the past month have been hawkish: rising GDP, a recovering job market and strong inflation.
  • We retain our call for quarter-to-quarter GDP growth of 0.2% in Q3, matching the consensus estimate.
  • Strong growth and sticky inflation mean we expect the MPC to keep rates on hold for the rest of 2025.
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