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
Please use the filters on the right to search for a specific date or topic.
Datanotes Weekly Monitor Rob Wood (Chief UK Economist)
- In one line: REC’s recovery indicates that the labour market is stabilising.
Rob Wood (Chief UK Economist)UK
- UK economic uncertainty has decoupled from soaring worries in the US.
- Consumer spending in the UK can recover, with uncertainty only modestly elevated.
- The PMI exaggerates weakness; the DMP shows jobs stalling rather than falling, and inflation rising.
Rob Wood (Chief UK Economist)UK
- In one line: Widespread uncertainty and weak demand pummel the PMI, but it should recover gradually.
Rob Wood (Chief UK Economist)UK
- In one line: Job growth holds up and disinflation is over.
Rob Wood (Chief UK Economist)UK
- In one line: Catastrophic jobs balance exaggerates economic weakness, but risks to our growth forecast are firmly down.
Rob Wood (Chief UK Economist)UK
- In one line: Easing borrowing costs drive car registrations higher in February.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers are spending again but uncertainty hits investment.
Rob Wood (Chief UK Economist)UK
- In one line: Surging global uncertainty hammers manufacturing output, but watch rising price pressures.
Rob Wood (Chief UK Economist)UK
- In one line: House prices rise again in February, but watch for a slowdown after April.
Rob Wood (Chief UK Economist)UK
- High and rising global economic policy uncertainty has hit business investment hard.
- But consumer spending is recovering from an autumn wobble, so GDP growth can improve in 2025.
- Inflation will peak at 3.7% in September, allowing the MPC to cut only twice more this year.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales recover from pre-Budget worries, more gains lie ahead as wages rise solidly.
Rob Wood (Chief UK Economist)UK
- In one line:Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.
Rob Wood (Chief UK Economist)UK
- In one line: Growth is weak but has bottomed while price pressures remain stubborn.
Rob Wood (Chief UK Economist)UK
- In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.
Rob Wood (Chief UK Economist)UK
- The PMI signals an almost catastrophic jobs outlook, but more reliable official data are better.
- The official employment data look more plausible to us; payrolls have stalled rather than collapsed.
- Inflation is proving stubborn, as firms increasingly pass through cost increases to prices.
Rob Wood (Chief UK Economist)UK
- In one line: Softer than feared services offset by global price pressures, further inflation acceleration lies ahead.
Rob Wood (Chief UK Economist)UK
- In one line: Seasonally adjusted house prices rise in December to cap a strong year, but house-price inflation will be even stronger in 2025.
Rob Wood (Chief UK Economist)UK
- In one line: The jobs market holds up better than expected, generating strong wage growth that will keep the MPC cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote.
Rob Wood (Chief UK Economist)UK
- In one line: Employment stagnates but disinflation is over.
Rob Wood (Chief UK Economist)UK
