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

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Weekly Monitor

8 December 2025 UK Monitor Forecast review: growth and inflation risks shift down

  • Chaotic pre-Budget tax-hike speculation shifts the risk to our growth forecasts to the downside.
  • The Chancellor’s decision to increase fuel duty from September 2026 raises our 2027 inflation forecast.
  • We expect the MPC to cut in December and hold in 2026, but are close to adding an April 2026 cut too.
Rob Wood (Chief UK Economist)UK

1 December 2025 UK Monitor Week in review: Another dubious tax-and-spend Budget

  • The Chancellor is gambling on the MPC cutting rates rapidly, but the Budget provides little reason to do so.
  • We think gilts are ripe for a sell-off as the market digests the details of shaky Budget plans.
  • This week’s data releases will show a only small hit to activity from months of pre-Budget speculation.
Rob Wood (Chief UK Economist)UK
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,