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 Weekly Monitor Elliott Laidman Doak (Senior UK Economist)
- A big jump in the BRC’s shop price index provides a warning of sticky price pressures.
- The lending data for December were more downbeat than November’s, but consumers still seem content.
- We forecast a six-to-three vote for a hold at this week’s MPC meeting, and expect little change to guidance .
- In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.
- In one line: Small fall in inflation expectations helps the case for a rate cut next week.
- In one line: Manufacturing output to remain weak in Q4.
- In one line: Manufacturing activity will manage only small gains in the coming months.
- In one line: Manufacturing output will slowly recover in the coming months.
- Data in the past month have been a mixed bag, but underlying activity is holding up well.
- We retain our call for quarter-to-quarter GDP growth of 0.2% in Q3, matching the consensus estimate.
- Solid growth will limit the emergence of spare capacity, keeping the MPC on hold for the rest of 2025.
- In one line: Modestly deanchored inflation expectations warrant caution from the MPC.
