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 2025 Rob Wood (Chief UK Economist)
- In one line:Sales growth jumps, hiring plans improve, and wage growth remains stubbornly strong.
- In one line: Growth rebounded in the new year and price pressures remain strong
- In one line: The manufacturing PMI suggests activity is stable, but surging energy prices will hit sentiment.
- In one line: The housing market remains stable according to Nationwide, but activity will strengthen over 2026.
- In one line: Consumers’ confidence should recover in 2026 as the fundamentals improve.
- In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.
- In one line: The trade deficit has some room to further improve.
- In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.
- In one line: Unemployment rate at 5-year high should seal a March rate cut, but more timely data suggests stabilisation.
- In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
- In one line:Retail sales rebound and have further to recover in 2026.
- In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
- In one line: Enough to allow the MPC to wait until April to cut again.
- In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.
- In one line: The headline trade balance will improve as falls in erratic components unwind.
- In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.
- In one line: The housing market is primed for a recovery in 2026.
- In one line: Few reasons for builders to be more optimistic in 2026, so the construction PMI will remain weak.
- In one line: Job falls ease after the Budget circus ends while inflation remains stick.
