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.
Datanotes
- In one line: Uncertainty hits hiring plans in May, but sentiment is likely better now than the REC suggests.
- In one line: Slowing growth and easing price pressures skews risks towards rates on hold in 2026.
- In one line: Construction PMI likely too downbeat, but output still set to fall over the coming months.
- In one line:Car registrations resilient in May but demand will slow as higher borrowing costs bite.
- In one line: Easing price expectations and falling jobs raise the chances of the MPC keeping rates on hold.
- In one line: Consumers and firms look solid in April even if some borrowing was front-running rate hikes.
- In one line: House price inflation to gradually ease over the rest of the year.
- In one line: Manufacturing growth will slow as front-running unwinds, but price pressures are building.
- In one line: Downward revision to 2025/26 borrowing leaves little net news, but higher inflation will boost borrowing in the year ahead.
- In one line: Limited fall in ex-petrol retail sales suggest consumption is slowing rather than collapsing.
- In one line: Early May sample period leaves confidence looking too rosy.
- In one line: Sharp output downturn leaves MPC more likely to hold in July.
- In one line: Inflation scotches a June hike, but most of the downside surprise was in erratic components that will rebound.
- In one line: In one line: Sharp payrolls fall will be revised much stronger, but with wages weakening too the MPC will stay on hold in June.
- In one line: Early Easter exaggerates the fall, but it was a weak reading nonetheless.
- In one line: Noise exaggerates growth, but GDP was nonetheless solid heading into the Iran War.
- In one line: Few signs of a spillover from higher energy prices into core import costs, yet.
- In one line: House price inflation to remain weak in 2026 as higher interest costs bite.
- In one line: Uncertainty hits permanent hiring, but vacancies improve, suggesting the job market is holding up.
- In one line: Not as good as it looks, but the PMIs still say the MPC should worry more about inflation than growth.
