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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and GfK Consumer's Confidence Survey Rob Wood (Chief UK Economist)
- 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: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- 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.
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- In one line: Consumers’ confidence to stay rangebound for the rest of the year.
- In one line: Another hawkish blow to the MPC means no more cuts this year.
- In one line: RICS falters in July but it will gradually rise in H2.
- In one line: The REC improves in July but signals the jobs market remains weak.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
- In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.
- In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.
- In one line: Recovering as the Stamp Duty disruption fades
