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)

29 August 2025 UK Monitor Sticky rates and fiscal risks to keep gilt yields elevated

  • The yield curve has steepened sharply since our last gilt market update in April, driven by higher real rates.
  • A reduction in the pace of QT from October has the potential to support the long end at the margin.
  • Acute fiscal risks mean we raise our year-end target for yields across the curve.
Elliott Laidman Doak (Senior UK Economist)UK

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

  • In one line: Manufacturing activity looks subdued but stable, it should recover in H2.
Elliott Laidman Doak (Senior UK Economist)UK

28 August 2025 UK Monitor BoE to slow the pace of QT in 2025/26 to £70B

  • Cautious guidance and strain on long-dated gilts suggest the MPC will slow the pace of QT.
  • We expect rate-setters to opt for a reduced pace of £70B-per-year for the next 12 months from October.
  • Level of reserves in the system is high, but use of the short-term repo facility indicates demand for liquidity.
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