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.
Please use the filters on the right to search for a specific date or topic.
valuation and affordability
- In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
- In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
- In one line: Growth rebounded in the new year and price pressures remain strong
- In one line: Activity softened at the start of the year.
- In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.
- In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- In one line: Retail and manufacturing support growth, labour market improving at the margin.
