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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november 2025 Rob Wood (Chief UK Economist)
- 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: 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.
- In one line: Discounting and post-Budget relief boost autos sales in December, but the trend remains upwards.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: The money and credit data for November show a solid footing for activity in 2026.
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
- In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.
- In one line: Weak house price inflation in October means we cut our Q4 forecast.
