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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Elliott Laidman Doak (Senior UK Economist)

UK Datanote: U.K. CBI Industrial Trends Survey, May 2025

  • In one line: Manufacturing activity remains weak according to the CBI, it will remain so for some time to come.
Elliott Laidman Doak (Senior UK Economist)UK

9 May 2025 UK Monitor MPC review: dovish shift, but not as much as the market expected

  • The MPC shifted dovishly yesterday, cutting growth and inflation forecasts due to heightened uncertainty.
  • But rate-setters disappointed the market, which had seen a chance of “gradual” guidance being ditched.
  • We still look for two more rate cuts this year, but now in August—versus June previously—and November.
Elliott Laidman Doak (Senior UK Economist)UK

2 May 2025 UK Monitor GDP likely unchanged in March as erratic growth unwinds

  • We expect zero GDP growth in March as industrial production falls and service activity slows.
  • Quarter-to-quarter growth of 0.6% in Q1 will comfortably beat the MPC’s projection of 0.3%.
  • GDP growth will slow further in Q2-to-Q4 2025 as the trade war begins to feed into the hard data.
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,