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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economyValuation and Affordability Rob Wood (Chief UK Economist)
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- 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: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
- In one line: Strengthening domestic spending can cushion the tariff blow.