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
Please use the filters on the right to search for a specific date or topic.
uk gfk consumer's confidence survey Rob Wood (Chief UK Economist)
- In one line: House price inflation to remain weak in 2026 as higher interest costs bite.
- In one line: Uncertainty hits permanent hiring, but vacancies improve, suggesting the job market is holding up.
- In one line: Higher inflation means consumers’ confidence will remain weak in 2026.
- In one line: Underlying inflation accelerating tips the balance towards rate hikes if oil prices stay high, or limits the room for cuts if oil prices fall back.
- In one line: Housing market activity will grind down over the course of 2026.
- In one line: Surging input prices will worry the MPC.
- In one line: Job market stable in March, but high inflation will weigh on employment in 2026.
- In one line: Consumers’ confidence has further to fall in 2026.
- In one line: War in the Middle East will hit housing market sentiment in the coming months.
- In one line: Hiring sentiment improves in February, but war in the Middle East will hit business confidence hard.
- In one line: The manufacturing PMI suggests activity is stable, but surging energy prices will hit sentiment.
- In one line: Consumers’ confidence should recover in 2026 as the fundamentals improve.
- In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
- In one line: Momentum is building in the housing market.
- In one line: Hiring sentiment has further to improve in Q1.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: Consumers' confidence can continue to rise slowly 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: The housing market is primed for a recovery in 2026.
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
