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.
Housing SupplyBanco Central de México Samuel Tombs
- 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
PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES EDGE LOWER
Samuel TombsUK
- In one line: Strengthening recovery will allow the MPC to take its time.
Samuel TombsUK
- In one line: Optimism improving as lower borrowing costs start to underpin demand.
Samuel TombsUK
- In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES KEEP FALLING
Samuel TombsUK
HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...
- ...FALLING MORTGAGE RATES WILL LEAD TO A 5% RISE IN 2024
Samuel TombsUK
- In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsUK
- In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead.
Samuel TombsUK
MORTGAGE RATES TO FALL FASTER THAN WE EXPECTED IN Q1...
- ...WE NOW FORESEE A 5%, NOT 6%, PEAK-TO-TROUGH FALL IN PRICES
Samuel TombsUK