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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uk datanote: u.k. national accounts 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: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: House price inflation will continue to steadily rise over the coming year.
- 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: Weak house price inflation in October means we cut our Q4 forecast.
- In one line: Cautious cut, we see one more in April, but it will be another closely fought decision.
- In one line:Some of the downside was noise and will unwind, but GDP will now do well to rise 0.1% quarter-to-quarter in Q4.
- In one line: The trade balance should improve in November as erratic falls unwind and goods exports rise.
- In one line: House price inflation should accelerate slightly now that the Budget is behind us.
- In one line:Weak growth seals a December rate cut, but be careful because underlying growth is better than the headline.
- In one line: Car production shutdown tanks exports, but that will unwind in October and November.
- In one line: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.
- In one line:Growth runs close to potential, limiting the emergence of spare capacity.
- In one line: House prices jump in September but we look for a subdued second half of the year.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
