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: Modestly deanchored inflation expectations warrant caution from the MPC.
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- GDP was unchanged in July as an erratic fall in industrial output offset rising services.
- Underlying GDP growth looks solid to us; little spare capacity will emerge in the economy.
- We expect a hawkish week ahead, with the August data to show stabilising jobs and rising inflation.
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: Retail spending can power another solid quarter of economic growth in Q3.
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: The PMI inches up but still remains overly downbeat.
- In one line: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
- In one line: Private car registrations should continue to rise as displacement demand drives sales.
- Another hawkish week leaves us happy forecasting growth at potential and sticky inflation.
- We still think job falls will ease in the coming months, but risks are building, as shown by the DMP.
- We expect no more rate cuts from the MPC, but jobs will have to turn around soon to keep that on track.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- Data in the past month have been hawkish: rising GDP, a recovering job market and strong inflation.
- We retain our call for quarter-to-quarter GDP growth of 0.2% in Q3, matching the consensus estimate.
- Strong growth and sticky inflation mean we expect the MPC to keep rates on hold for the rest of 2025.
- In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
- In one line: Consumers’ confidence to stay rangebound for the rest of the year.
- In one line: Manufacturing activity looks subdued but stable, it should recover in H2.
- In one line: Growth will match the MPC’s expectations in Q3.
- Another week of hawkish data makes the MPC’s August cut look increasingly like a mistake.
- Inflation is too sticky and growth too strong for another rate cut any time soon.
- Market pricing has moved significantly closer to our call for the MPC to stay on hold for the rest of 2025.
