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: 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
- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.
- In one line: Consumers’ confidence inches up, but it will be tested over the summer.
- In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
