UK Publications
Below is a list of our UK Publications for the last 6 months. If you are looking for reports older than 6 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.
Samuel Tombs
- In one line: The PMI signals faster growth and slower inflation, but the employment balances will worry the MPC.
Samuel TombsUK
- In one line: A mixed bag for the MPC as inflation slows but employment and business confidence surge.
Samuel TombsUK
- In one line: The PMI fall is an election-related blip, the UK is growing fine.
Samuel TombsUK
- In one line: The PMI points to growth well in excess of MPC forecasts and robust inflation pressure.
Samuel TombsUK
- In one line: Strong April services inflation was just a flash in the pan according to the PMI.
Samuel TombsUK
- In one line: Fractionally weaker PMI still signals solid recovery and growth beating MPC forecasts.
Samuel TombsUK
- In one line: Consumer credit rebound backs up retail sales recovery in January.
Samuel TombsUK
- In one line: Large bounce in the output index looks suspicious.
Samuel TombsUK
- In one line: Mortgage rate falls do the trick.
Samuel TombsUK
- The stronger flow of consumer credit in January backs up the rebound in retail sales.
- Households’ real liquid assets are rising faster than pre-Covid, thanks to higher saving and lower inflation.
- Consumers do not need to raise their saving rate, so real wage gains will boost spending in 2024.
Samuel TombsUK
