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.
consumer services Rob Wood (Chief UK Economist)
- In one line: Slowing growth and easing price pressures skews risks towards rates on hold in 2026.
- In one line: Early May sample period leaves confidence looking too rosy.
- In one line: Inflation scotches a June hike, but most of the downside surprise was in erratic components that will rebound.
- 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: Consumers’ confidence has further to fall in 2026.
- In one line: Growth rebounded in the new year and price pressures remain strong
- 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: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
- 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: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
