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: 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.
- In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.
- In one line: Signs of stubborn wage growth despite weak jobs are widespread.
- In one line: Enough for a December cut, but also enough to keep the MPC cautious about the pace of subsequent cuts.
- In one line: REC survey shows stabilising jobs market, suggesting weak official payrolls will be revised better.
- In one line: The spectacle of months of tax speculation takes its toll, but house price inflation should recover after the Budget.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Consumers are resilient in the face of tax hike rumours.
- In one line: Payroll falls will ease as tax hike hit begins to fade.
- In one line: Budget uncertainty will keep housing market weak until November.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year.
- In one line: Strong personal finances will help consumers keep spending.
