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
- Above-consensus payrolls and GDP growth show the job market is recovering and growth is holding firm.
- The MPC faces rebounding growth, a stabilising job market and inflation miles above target.
- We expect CPI inflation for July to come in fractionally below the MPC’s forecast at 3.7%.
- In one line: The REC improves in July but signals the jobs market remains weak.
- In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: Official retail sales will rise at a healthy clip in July.
- In one line: A stabilising labour market and elevated pay growth constrain the MPC.
- A tight vote split and cautious guidance make the MPC’s August cut to Bank Rate hawkish.
- Inflation averaging 3.7% for the rest of the year means August’s rate cut will be the last in 2025.
- The data-flow will firm up this week, to show GDP growth rebounding and payrolls barely falling.
- In one line: Car registrations will bounce back as borrowing costs fall and the market normalises after duty hikes.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- In one line: The PMI should gradually improve as borrowing costs fall and the Government spends big.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: The housing market recovery is underway.
- Underlying growth is fine, helped by consumers; we look for GDP to grow by 1.2% in both 2025 and 2026.
- Payroll falls are a risk, but we think they exaggerate job losses, and in any case vacancies are stabilising.
- We now expect inflation to peak at 4.0% in September, so the MPC will have to pause after it cuts in August.
- In one line:Retail sales are trending up solidly.
- In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
- In one line: Consumers still look set to support GDP growth in H2.
- We reiterate our Q2 GDP growth call of 0.2% quarter-to-quarter after retail sales improved in June.
- Over-50s’ confidence disconnected from spending, possibly as political views drive sentiment more.
- Under-50s are optimistic, consistent with retail volumes growing by 2% year-over-year.
- In one line: Manufacturing activity will continue to recover from the tariff-induced slowdown.
- In one line: Enough for the MPC to cut, but watch for chunky revisions in the final release.
- In one line:Autumn tax hikes are likely and will probably be backloaded.
