Pantheon Macroeconomics

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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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Datanotes Daily Monitor Elliott Laidman Doak (Senior UK Economist)

9 January 2026 UK Monitor GDP likely rose in November despite pre-Budget uncertainty

  • Manufacturing output likely rose in November as auto production recovered after the JLR cyber attack.
  • Leading indicators suggest that consumer-facing services were spared the worst of pre-Budget worries.
  • Output growth in Q4 2025 will likely run close to the MPC’s forecast and the steer from the PMI.

6 January 2026 UK Monitor Healthy credit growth suggests GDP will pick up in Q1

  • Strong ISA savings were likely front-running the Budget rather than signalling weak spending.
  • Credit flows to businesses and households rose strongly in November, conveying confidence.
  • Mortgage approvals ticked down only slightly, and buyer interest should pick up in 2026.
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,