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: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.
- We think the chances of a ‘skip’ at the August MPC meeting are higher than the market assumes.
- Inflation will likely run above 2% beyond 2026, disinflation has slowed and GDP is trending up solidly.
- Food for the doves next week, with payroll and GDP falls likely; but Q2 GDP is still set to grow 0.3% q/q.
- In one line: DMP raises the chance of an August cut, but the survey will likely recover further in June.
- In one line: Construction PMI should improve only slowly as sentiment remains weak.
- In one line: Falling interest rates and a healthy consumer will support car registrations.
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
- In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.
- We expect GDP to fall 0.1% month-to-month in April, as tariff front-running unwinds.
- We still look for quarter-to-quarter growth of 0.3% in Q2, above the MPC’s projection, 0.1%.
- A resilient economy is supporting our call for just one more 25bp cut to Bank Rate this year.
