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: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
- In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.
- In one line: Consumers’ spending will boost January GDP growth.
- In one line: Momentum is building in the housing market.
- In one line: The trade deficit has some room to further improve.
- In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.
- In one line: Hiring sentiment has further to improve in Q1.
- In one line: Unemployment rate at 5-year high should seal a March rate cut, but more timely data suggests stabilisation.
- Further evidence of a rebound in growth came from the January RICS, BRC and REC surveys.
- Q4 GDP disappointed consensus—not us—but the crucial business service sectors can drive a better Q1.
- We expect inflation 0.1pp higher than the MPC, and payrolls to fall 10K month-to-month, in January.
- Surveys support our call for GDP growth to have picked up to 0.4% quarter-to-quarter in Q4.
- A dovish MPC means we have brought forward our forecast for the next cut to March, from April.
- We think this will be the last reduction in this rate cycle, however, as wages are proving sticky.
- In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: Construction activity to grind only modestly higher as tailwinds dissipate.
- In one line: Autos registrations will continue to rise slowly over the coming year.
- In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
- In one line: House price inflation will continue to steadily rise over the coming year.
- A big jump in the BRC’s shop price index provides a warning of sticky price pressures.
- The lending data for December were more downbeat than November’s, but consumers still seem content.
- We forecast a six-to-three vote for a hold at this week’s MPC meeting, and expect little change to guidance .
- In one line: Economic momentum to build in Q1.
- In one line:Retail sales rebound and have further to recover in 2026.
