Pantheon Macroeconomics

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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.

Banca Central de la Repúublica Argentina Samuel Tombs

UK Datanote: U.K. Money & Credit, January 2024

  • In one line: Consumer credit rebound backs up retail sales recovery in January.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, February 2024

  • In one line: Large bounce in the output index looks suspicious.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

  • In one line: Strengthening recovery will allow the MPC to take its time. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, January 2024

  • In one line: Optimism improving as lower borrowing costs start to underpin demand.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

  • In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.  

Samuel TombsUK

UK Datanote: U.K. Money & Credit, December 2023

  • In one line: Households won’t stay this cautious for long.

Samuel TombsUK

UK Datanote: U.K. MPC Decision & Minutes, December

  • In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsUK

UK Datanote: U.K. Money & Credit, October 2023

  • In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, October 2023

  • In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, October 2023

In one line: Still pointing to a mild recession, but the survey is probably too downbeat. 

Samuel TombsUK

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

  • In one line: The destocking process which is weighing on manufacturing output has further to run.

Samuel TombsUK

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Keywords for: Publications

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