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)

4 March 2025 UK Monitor Consumers are spending, but uncertainty hits investment hard

  • The rise in credit-card borrowing in January points to consumers recovering from October Budget wobbles.
  • Increasing mortgage approvals for house purchase signal a broad-based revival in buyer interest.
  • But falling finance raised suggests business investment has been hit hard by uncertainty.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices rise again in February, but watch for a slowdown after April.

Rob Wood (Chief UK Economist)UK

3 March 2025 UK Monitor Forecast review: UK consumers can drive a growth rebound in 2025

  • High and rising global economic policy uncertainty has hit business investment hard.
  • But consumer spending is recovering from an autumn wobble, so GDP growth can improve in 2025.
  • Inflation will peak at 3.7% in September, allowing the MPC to cut only twice more this year.

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