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.
Daily Monitor Chartbook Samuel Tombs
- Services CPI inflation likely rose to 6.6% in November, from 6.5%, but undershot the MPC’s 6.9% forecast.
- Surveys point to an ongoing slowdown in service price rises; the energy price shock has filtered through...
- ...But accommodation services and TV subscription prices likely picked up in November.
Samuel TombsUK
- We think GDP rose by 0.1% month-to-month in October, despite disruption from Storm Babet.
- The composite PMI points to a decline in activity, but we think it has been excessively weak recently.
- Output in the health sector likely increased again, driven by a pick-up in Covid booster vaccinations.
Samuel TombsUK
- Employee numbers likely were broadly unchanged month-to-month in November.
- PAYE figures and ONS survey data point to a further loss of upward momentum in wages in October...
- ...But rises in the Real Living Wage and public- sector pay likely supported growth temporarily
Samuel TombsUK
- Redundancy notifications jumped in mid-November; the rise isn’t just due to one big business failure.
- Both the Adzuna and Indeed measures of job vacan- cies also have fallen during the fourth quarter.
- Some measures of employment intentions are robust, but job hoarding might ease as unemployment rises.
Samuel TombsUK
- The latest data add weight to our view that a recession will be avoided and Bank Rate will start to fall from Q2.
- GDP looks set to increase by 0.3% q/q in Q4, with a recovery in real incomes driving household spending.
- The Autumn Statement has done little to change our forecasts, we still expect fiscal consolidation in 2024/25.
Samuel TombsUK
