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Below is a list of our U.K. 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.
The recovery in the manufacturing sector slowed in July, probably to a complete standstill. Output should pick up in the autumn, amid easing supply constraints and...
Slowed temporarily by rising Covid-19 cases.
The ONS' Business Impact of Covid-19 survey suggests business turnover has flatlined since late May. The disruption caused by the "pingdemic" wors- ened in late July, but...
The slowdown in consumer credit gross lending in June suggests monthly GDP growth slowed. Households remained cautious; last month liquid assets increased at a faster rate than...
Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...
In one line: House price growth probably now has peaked.
On the face of it, May's trade data suggest Brexit's adverse impact has faded considerably... ...But the U.K. is not benefiting from the global upswing in trade to the same...
April, brexit, business investment, businesses, capex, capex plans, cash, cbi, cbi industrial trends survey, easing, economy, equipment, equipment investment, financial...
The larger-than-consensus fall in the composite PMI adds to evidence that the recovery is slowing. The disruption caused by Covid-19 cases is only part of the story; a weaker...
In one line: Slowdown message chimes with other indicators.
In one line: A temporary lift from Euro 2020; timelier data point to easing consumers' spending.
The Recovery Has Stalled, Temporarily, Due To Covid...Fiscal And Brexit Headwinds Will Limit The Upswing In 2022
Growth in new Covid-19 cases has eased in recent days, bringing hope that infections will top out well below the 100K-a-day level forewarned by the new Health Secretary...
In one line: Demand still strong, but producers are struggling to keep up.
We continue to think that the government will need to press ahead with its planned fiscal tightening over the next two years, if it wants to ensure that borrowing drops to 3%...
In one line: Still undershooting the OBR's forecast, but the margin of improvement will narrow later this year.
We're sticking our neck out with our forecast that the official measure of retail sales volumes rose by 1.5% month-to-month in June, thereby narrowly reaching a new record high.
Many indicators suggest that the economic recovery is stalling in the face of the third wave of Covid-19.
We now expect the MPC to end its gilt purchases immediately at next month's meeting, following last week's consumer prices data.
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