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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Mortgage Lending and Sales Rob Wood (Chief UK Economist)
- In one line: Retail spending can power another solid quarter of economic growth in Q3.
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: Official retail sales will rise at a healthy clip in July.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- In one line:Retail sales are trending up solidly.
- In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.
- 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:Retail sales tank in May but will rebound.
- In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
- In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.
- In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.
- In one line: Strengthening domestic spending can cushion the tariff blow.
