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)
- The DMP will be a slight relief to rate-setters, as firms’ medium-term inflation expectations were little moved.
- …But we see few signs of a swift end to the conflict in Iran, so energy prices are likely to remain high.
- So, we think the MPC will have to hike Bank Rate once in 2026, in June, before cutting twice in 2027.
- In one line: War in the Middle East will hit sentiment in the manufacturing sector hard.
- In one line: Households thought weaker inflation trends would be only temporary, and expectations will jump sharply now energy prices have surged.
- 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.
