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.
Datanotes Weekly Monitor Andrés Abadía (Chief LatAm Economist) Claus Vistesen (Chief Eurozone Economist)
- In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.
UK
- In one line: Further evidence to support our view of a material recovery in house prices this year.
UK
- In one line: Very weak, but should now recover in line with consumers' confidence.
UK
In one line: It’s always darkest before the dawn.
UK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: Further falls and additional downward revisions should mean a 5% peak-to-trough fall.
UK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
- Net migration has jumped over the past two years, following a sharp drop in 2020 and 2021.
- The government estimates that this year’s policy changes will reduce immigration by 25%...
- ...But Skilled Worker visa numbers won’t fall by much, and total arrivals will spike in Q1, before the rules change.
UK
- In one line: Downturn in manufacturing output has further to run.
UK
- The economy flirted with recession in 2023, but green shoots emerged towards the end of the year.
- A sharp fall in energy prices suggests CPI inflation will continue to fall quickly, probably touching 2% during Q2.
- Markets' interest rate expectations, however, have fallen too far; we still think the MPC will wait until May.
UK
In one line: A gradual recovery should be sustained next year.
UK
- In one line: Manufacturing output likely has further to fall.
UK
- In one line: Recovery should gather momentum next year.
UK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
In one line: Recession fears should be quelled by November’s PMI.
UK
- In one line: Still weak, but car sales should rebound next year.
UK
- In one line: Manufacturing output is being hit by retailers running down their inventories.
UK
- In one line: Don’t get too excited about the prospect of a sustained recovery just yet,
UK
- In one line: A rebound in real incomes will drive a recovery in confidence.
UK
