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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Weekly Monitor Elliott Laidman Doak (Senior UK Economist)

2 February 2026 UK Monitor Week in review: BRC shop prices jump, and lending ticks down

  • 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 .

29 September 2025 UK Monitor Forecast review: solid underlying growth and sticky inflation

  • 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.
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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,