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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February 2024 Rob Wood (Chief UK Economist)
- In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
- In one line:Autumn tax hikes are likely and will probably be backloaded.
- In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.
- In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.
- In one line: Enough softening for the MPC to cut, but strong wage growth will keep rate setters cautious.
- In one line: House prices rise in February but property price inflation will ease in Q2.
- In one line:GDP soars in February but the MPC will look through the pre-Tariff data.
- In one line: Fracturing global trade will begin to weigh on the trade balance in the coming months.