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: Consumers' confidence can continue to rise slowly in 2026.
- The labour market is still loosening gradually, but price pressures are sticky and growth is rebounding.
- Rising consumers’ confidence and the jump in the flash PMI suggest positive momentum in Q1.
- We remain comfortable with our call for just one more cut to Bank Rate this year, in April.
- In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
- In one line: Enough to allow the MPC to wait until April to cut again.
- Last week brought evidence that the economy has rebounded smartly from the annual Budget circus.
- GDP growth is on track to rise 0.1% quarter-to-quarter in Q4, 10bp more than the MPC assumed.
- We look for a 25K month-to-month payroll fall in December, and inflation to tick up to 3.3%.
- In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.
- In one line: The headline trade balance will improve as falls in erratic components unwind.
- In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.
- In one line: The housing market is primed for a recovery in 2026.
- In one line: Few reasons for builders to be more optimistic in 2026, so the construction PMI will remain weak.
- In one line: Job falls ease after the Budget circus ends while inflation remains stick.
- Firms are putting the Budget circus behind them, despite a disappointing headline PMI.
- Surveys of job growth improved in December, and redundancies dropped after a post-Budget surge.
- The DMP shows wage growth and inflation stuck well above target-consistent rates.
- In one line: Discounting and post-Budget relief boost autos sales in December, but the trend remains upwards.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: The money and credit data for November show a solid footing for activity in 2026.
- The story of 2025 was growth averaging close to potential but inflation much higher than expected.
- We see similar trends in 2026, with growth rebounding in Q1 and inflation proving persistent.
- We expect the MPC to end its rate-cutting cycle with a 25bp Bank Rate reduction in April.
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
- In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.
- In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.
- In one line: Weak house price inflation in October means we cut our Q4 forecast.
