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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Elliott Laidman Doak (Senior UK Economist)

9 October 2025 UK Monitor GDP likely unchanged in August as industrial output drags on growth

  • We expect GDP to be unchanged in August, as an erratic fall in mining output drags on growth…
  • …Services activity likely saved GDP from a fall, with rebounds in large sub-sectors boosting growth.
  • We think that underlying economic activity remains firm, which will keep the MPC on hold this year.
Elliott Laidman Doak (Senior UK Economist)UK

2 October 2025 UK Monitor Gilt yields to remain elevated as political risk dominates

  • Gilt auctions are still well supported, and financial conditions are orderly, despite high uncertainty…
  • ...but yields will remain high as the MPC stays on hold and markets demand a premium for political risk.
  • We expect 10-year and 30-year gilt yields to end 2025 at their current rates of 4.7% and 5.5%, respectively.
Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, September 2025

  • In one line: Manufacturing output will slowly recover in the coming months.
Elliott Laidman Doak (Senior UK Economist)UK
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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence