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 Chartbook Elliott Laidman Doak (Senior UK Economist)

25 July 2025 UK Monitor Flash PMI falls, but expect an upward revision in the final release

  • The PMI’s headline activity index fell in July and signals quarter-to-quarter growth of 0.1% in Q3.
  • But a short-lived rise in global trade policy uncertainty likely spooked firms, so we expect an upward revision.
  • The PMI overstates job market weakness because of a sample seemingly skewed towards large firms.
Elliott Laidman Doak (Senior UK Economist)UK

1 July 2025 UK Monitor Good signs for continued solid GDP growth

  • An upward revision to Q1 consumer spending growth gives a more solid base to economic growth.
  • The household saving rate dip in Q1 is a sign of things to come, which should support consumer spending.
  • Firms are borrowing again as all the “Liberation Day” surge in economic policy uncertainty has unwound.
Elliott Laidman Doak (Senior UK Economist)UK
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,