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
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Datanotes Weekly Monitor
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: House prices jump in September but we look for a subdued second half of the year.
- In one line: Manufacturing output will slowly recover in the coming months.
- In one line: The PMI cools in September but growth will still run at a healthy pace in Q3.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
- Data in the past month have been a mixed bag, but underlying activity is holding up well.
- We retain our call for quarter-to-quarter GDP growth of 0.2% in Q3, matching the consensus estimate.
- Solid growth will limit the emergence of spare capacity, keeping the MPC on hold for the rest of 2025.
- In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
- In one line: House price inflation will remain weak as the Budget weighs on sentiment.
- In one line:Ms. Reeves has a revenue problem.
- In one line:Retail sales head for a solid Q3 and growth will likely be revised up.
- In one line: Strong personal finances will help consumers keep spending.
- A stabilising labour market and sticky underlying inflation support out call for no more rate cuts.
- Hawkish details in the MPC minutes raise the bar to another cut this year.
- Awful public finance data reduce the chance that Chancellor Reeves will soften duty hikes next year.
- 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.
