Pantheon Macroeconomics

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UK Publications

Below is a list of our UK 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.

February 2025 Rob Wood (Chief UK Economist)

UK Datanote: UK RICS Residential Market Survey, April 2024

  • In one line: The housing market slowdown will be temporary according to the RICS.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, May 2025

  • In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year. 

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, April 2025

  • In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, April 2025

  • In one line: The Construction PMI improves but signals falling activity, it will remain weak for some time.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, April 2025

  • In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, April 2025

  • In one line: Car registrations tank as duties increase.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, April 2025

  • In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, April 2025

  • In one line: Consumers' major purchases held up, but downside risks to the retail spending build.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, March 2025

  • In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, March 2025

  • In one line:The public finances are weak heading into the trade war, difficult choices lay ahead for the Chancellor.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, March 2025

  • In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, February / March 2025

  • In one line: Enough softening for the MPC to cut, but strong wage growth will keep rate setters cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, February 2025

  • In one line: House prices rise in February but property price inflation will ease in Q2.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, March 2025

  • In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, March 2025

  • In one line: Solid jobs and accelerating wages will keep the MPC cautious heading into the trade war.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP February 2025

  • In one line:GDP soars in February but the MPC will look through the pre-Tariff data.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, February 2025

  • In one line: Fracturing global trade will begin to weigh on the trade balance in the coming months.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, March 2025

  • In one line: The housing market is cooling now but activity will pick up in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, March 2025

  • In one line: Jobs market passes the worst as prices and wages prove persistent.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, March 2025

  • In one line: Strengthening domestic spending can cushion the tariff blow.

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,