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.

Datanotes Daily Monitor

UK Datanote: UK Money & Credit, April 2025

  • In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment. 

UK Datanote: UK Final Manufacturing PMI, May 2025

  • In one line: Manufacturing is past the worst as tariff uncertainty fades.

UK Datanote: U.K. Nationwide House Prices, May 2025

  • In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.

3 June 2025 UK Monitor Consumers are spending rather than saving

  • Consumers are back to spending rather than saving, which should keep GDP growth ticking along.
  • Households seem to be reducing saving, and borrowing on credit cards to support spending.
  • Manufacturing is past the worst, and so far we see little sign of trade diversion cutting goods inflation.
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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,