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.
Datanotes Samuel Tombs
- In one line: The PMI points to growth well in excess of MPC forecasts and robust inflation pressure.
Samuel TombsUK
- In one line: Strong April services inflation was just a flash in the pan according to the PMI.
Samuel TombsUK
- In one line: Fractionally weaker PMI still signals solid recovery and growth beating MPC forecasts.
Samuel TombsUK
Still consistent with resilient growth in consumption, for now
Samuel TombsUS
- In one line: Consumer credit rebound backs up retail sales recovery in January.
Samuel TombsUK
- In one line: Large bounce in the output index looks suspicious.
Samuel TombsUK
- In one line: Mortgage rate falls do the trick.
Samuel TombsUK
- In one line: Forget the small drop; improving real wage growth will keep confidence rising.
Samuel TombsUK
In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.
Samuel TombsGlobal
- In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.
Samuel TombsUK
- In one line: Borrowing in 2023/24 set to undershoot the OBR’s forecast by £10B, despite January’s smaller-than-expected surplus.
Samuel TombsUK
In one line: Amid the monthly volatility, signs of a consumer-led recovery taking hold.
Samuel TombsUK
- In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.
Samuel TombsGlobal
- In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.
Samuel TombsUK
- In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.
Samuel TombsUK
- In one line: Strengthening recovery will allow the MPC to take its time.
Samuel TombsUK
- In one line: Optimism improving as lower borrowing costs start to underpin demand.
Samuel TombsUK
- In one line: Downward revision to unemployment rate increases pressure on the MPC to wait.
Samuel TombsUK
- In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
