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
Please use the filters on the right to search for a specific date or topic.
Datanotes Weekly Monitor Elliott Laidman Doak (Senior UK Economist)
- In one line: Manufacturing activity looks subdued but stable, it should recover in H2.
- Another week of hawkish data makes the MPC’s August cut look increasingly like a mistake.
- Inflation is too sticky and growth too strong for another rate cut any time soon.
- Market pricing has moved significantly closer to our call for the MPC to stay on hold for the rest of 2025.
- In one line: Manufacturing activity will continue to recover from the tariff-induced slowdown.
- We cut our Q2 GDP growth forecast to 0.2% quarter-to-quarter from 0.3% previously, after soft data.
- Energy prices nudge up our inflation forecasts; we see CPI inflation peaking at 3.7% in September.
- We see payrolls and GDP rebounding, which keeps us expecting only one more rate cut this year.
- In one line: Manufacturing orders fall in June but the worst of the tariff-induced slowdown appears over.
- In one line: Manufacturing activity remains weak according to the CBI, it will remain so for some time to come.
- In one line: Manufacturing activity improves according to the CBI, but the trade war will hurt businesses.
