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

Please use the filters on the right to search for a specific date or topic.

Daily Monitor Weekly Monitor

4 February 2025 UK Monitor Another stagflationary shock; CPI set to rise to 2.8% in January

  • We think President Trump’s tariffs, by fracturing supply chains, will be stagflationary for the UK.
  • We expect CPI inflation to accelerate to 2.8% in January, 0.3pp more than the MPC expected.
  • Goods inflation will slow, but airfares and private-school fees will boost services inflation.

Rob Wood (Chief UK Economist)UK

3 February 2025 UK Monitor Forecast review: 2025 growth down and inflation up as tax hikes bite

  • Payroll-tax hikes are driving growth down and inflation up to a greater extent than we expected.
  • We cut our 2025 GDP forecast to 1.1% year-over-year, from 1.3%, but raise inflation by 10bp to 3.1%.
  • We retain our long-held call for three cuts to Bank Rate in 2025, with the first coming on Thursday.

Rob Wood (Chief 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,