Pantheon Macroeconomics

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UK Publications

Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Chartbook Daily Monitor Rob Wood (Chief UK Economist)

September 2025- UK Chartbook

BUILDING FISCAL RISKS THE MAIN CHALLENGE...

  • …TO OUR FORECAST FOR THE MPC TO HOLD BANK RATE

Rob Wood (Chief UK Economist)UK

3 October 2025 UK Monitor Stubborn wage and price growth will keep the MPC cautious

  • Bank of England revises data without explanation, shaking confidence in their numbers.
  • Revised DMP data show job falls easing, spare capacity stable and price pressures stubborn.
  • Underlying disinflation has ceased according to the DMP so the MPC will have to stay cautious.
Rob Wood (Chief UK Economist)UK

1 October 2025 UK Monitor H1 growth well-balanced, if we smooth through front-running

  • Growth in the first half of the year looks well-balanced once we average out tariff and tax front-running.
  • Downward revisions to the saving rate in 2022-to-23 suggest the latest figures will also be cut eventually.
  • Sharp falls in the profit share are likely to be partly resolved by price hikes later this year and in 2026.
Rob Wood (Chief UK Economist)UK
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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,