Pantheon Macroeconomics

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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.

July 2024 Rob Wood (Chief UK Economist)

UK Datanote: UK Public Finances, July 2025

  • In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Another hawkish blow to the MPC means no more cuts this year.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, July 2025

  • In one line: RICS falters in July but it will gradually rise in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, July 2025

  • In one line: The REC improves in July but signals the jobs market remains weak.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Official retail sales will rise at a healthy clip in July.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, June / July 2025

  • In one line: A stabilising labour market and elevated pay growth constrain the MPC.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, July 2025

  • In one line: Car registrations will bounce back as borrowing costs fall and the market normalises after duty hikes.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Enough for the MPC to cut, but inflation is proving persistent.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, July 2025

  • In one line: The PMI should gradually improve as borrowing costs fall and the Government spends big.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, July 2025

  • In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The housing market recovery is underway.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Consumers’ confidence knocked by inflation and tax hike speculation.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, July 2025

  • In one line: Enough for the MPC to cut, but watch for chunky revisions in the final release.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, June 2025

  • In one line:Autumn tax hikes are likely and will probably be backloaded.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, May 2025

  • In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, April 2025

  • In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q4 2024

  • In one line: Growth recovered in Q4 as Budget uncertainty passed but President Trump’s tariff hammer hangs over the outlook.

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,