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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June 2024 Rob Wood (Chief UK Economist)
- In one line:Borrowing overshoot shrinks but the Chancellor still has to raise taxes or cut spending by at least £25B.
- In one line:Ms. Reeves has a revenue problem.
- In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
- In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.
- In one line:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: A stabilising labour market and elevated pay growth constrain the MPC.
- In one line:Retail sales are trending up solidly.
- In one line: Consumers still look set to support GDP growth in H2.
- In one line:Autumn tax hikes are likely and will probably be backloaded.
- In one line: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.
- In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.
- In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.
- In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.
- In one line: Recovering as the Stamp Duty disruption fades
- In one line: Rising car registrations signals recovering underlying economic activity.
- In one line: The Construction PMI will continue to recover as tariff uncertainty fades and Government investment soars.
- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- In one line: Rebounding employment expectations suggest inflation pressure will remain stubborn.
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: House prices fall in June but returning buyer demand will push up prices soon.
