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 Weekly Monitor
- In one line: Import price growth will jump in the coming months.
- In one line:About half of the February GDP gain was erratic, but that still leaves signs of improving underlying growth as Budget uncertainty eased.
- In one line: Housing market activity will grind down over the course of 2026.
- In one line: Construction sector activity to remain weak in the coming months.
- In one line: Surging input prices will worry the MPC.
- In one line: Growth in autos registrations will ease in the coming months.
- In one line: Job market stable in March, but high inflation will weigh on employment in 2026.
- In one line: BRC sales flattered by early Easter in March, growth will slow in April.
- The temporary two-week ceasefire is already under strain, suggesting energy prices will remain high...
- ...and the data-flow since the start of the Iran war has been fractionally hawkish, in our view.
- But the MPC will wait for more clarity before jumping, so we expect a hold in April and a rate hike in June.
- The DMP will be a slight relief to rate-setters, as firms’ medium-term inflation expectations were little moved.
- …But we see few signs of a swift end to the conflict in Iran, so energy prices are likely to remain high.
- So, we think the MPC will have to hike Bank Rate once in 2026, in June, before cutting twice in 2027.
- In one line: House price inflation has further to drop as the Iran War dents sentiment and boosts borrowing costs.
- In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.
- In one line: Consumers’ confidence has further to fall in 2026.
- In one line: Households and businesses on solid financial footing heading into the energy price shock.
- In one line: The housing market will weaken over the course of 2026.
- The data-flow over the past month has been solid, with underlying growth rising and payrolls stabilising…
- ...But the war in Iran means we cut our growth forecasts and raise our inflation projections.
- We see rates on hold in 2026, but it is hard to argue with market pricing for several hikes.
- In one line: Slowing pay growth keeps the bar to a hike high, but payrolls show the labour market rebounding ahead of the Iran war.
- In one line: MPC surprises market hawkishly, guidance symmetric but more open to hikes than expected.
- In one line: War in the Middle East will hit sentiment in the manufacturing sector hard.
- In one line:The public finances will be hit hard if high energy prices persist for long.
