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. Nationwide House Prices Rob Wood (Chief UK Economist)
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.
- In one line: Another hawkish blow to the MPC means no more cuts this year.
- In one line:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: The housing market recovery is underway.
- In one line: Prices will keep gaining as stamp duty disruption has further to unwind.
- In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.
- In one line: House prices fall in June but returning buyer demand will push up prices soon.
- In one line: Better balanced growth after revisions bodes well.
- In one line: House prices fall in April, but the market will recover quickly.
- In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.
- In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes.
- In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.
- In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.
- 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: Inflation should run around 3.5% for the rest of the year, although an Easter boost means the April headline exaggerates the strength a little.
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
