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
- In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.
UK
- In one line: Further evidence to support our view of a material recovery in house prices this year.
UK
- In one line: Very weak, but should now recover in line with consumers' confidence.
UK
In one line: It’s always darkest before the dawn.
UK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: Further falls and additional downward revisions should mean a 5% peak-to-trough fall.
UK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
- In one line: Downturn in manufacturing output has further to run.
UK
In one line: A gradual recovery should be sustained next year.
UK
- In one line: Manufacturing output likely has further to fall.
UK
- In one line: Recovery should gather momentum next year.
UK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
In one line: Recession fears should be quelled by November’s PMI.
UK
- In one line: Still weak, but car sales should rebound next year.
UK
- In one line: Manufacturing output is being hit by retailers running down their inventories.
UK
- In one line: Don’t get too excited about the prospect of a sustained recovery just yet,
UK
- In one line: A rebound in real incomes will drive a recovery in confidence.
UK
- In one line: The Q3 recovery in manufacturing output looks set to reverse.
UK
- In one line: We expect a recovery in the coming months, driven by a rebound in real incomes.
UK
