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 Emerging Asia Elliott Laidman Doak (Senior UK Economist)

7 March 2026 UK Monitor Week in review: prolonged disruption means the MPC will hike

  • 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.
Elliott Laidman Doak (Senior UK Economist)UK

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 .
Elliott Laidman Doak (Senior UK Economist)UK
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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,