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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March 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: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
- In one line:Fading consumer caution will keep GDP ticking along.
- In one line: Gradually easing labour market justifies further gradual rate cuts.
- In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.
- In one line:The public finances are weak heading into the trade war, difficult choices lay ahead for the Chancellor.
- In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.
- In one line: Enough softening for the MPC to cut, but strong wage growth will keep rate setters cautious.
- In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.
- In one line: Solid jobs and accelerating wages will keep the MPC cautious heading into the trade war.
- In one line: The housing market is cooling now but activity will pick up in H2.
- In one line: Jobs market passes the worst as prices and wages prove persistent.
- In one line: Strengthening domestic spending can cushion the tariff blow.
- In one line: The Construction sector will continue to recover as planning reforms and Government spending boost sentiment.
- In one line: Stamp duty changes halt house price inflation in March, but it will accelerate again.
