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: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.
- In one line: Prices will keep gaining as stamp duty disruption has further to unwind.
- In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.
- In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.
- In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.
- In one line: Recovering as the Stamp Duty disruption fades
- We reluctantly brought forward our rate-cut call to August, from November, but it’s a ‘one-and-done’.
- Underlying GDP is trending up, retail sales will bounce strongly in June, and payroll falls seem to be easing.
- We continue to expect above-target inflation out to end-2027 after sticky wage growth and inflation data.
- A second consecutive drop in GDP raises the chances that the MPC cuts rate again in August.
- But GDP should bounce in June, as real estate and car output improves and retail sales gain.
- We expect May’s payrolls fall to be revised much smaller and CPI inflation to tick up to 3.5% in June.
- In one line: Rising car registrations signals recovering underlying economic activity.
- In one line: The Construction PMI will continue to recover as tariff uncertainty fades and Government investment soars.
- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- In one line: Rebounding employment expectations suggest inflation pressure will remain stubborn.
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.
- In one line: House prices fall in June but returning buyer demand will push up prices soon.
- In one line: Better balanced growth after revisions bodes well.
- A range of soft and hard data last week supported our call that the economy is rebounding from a soft patch.
- Fading uncertainty, and recovery after payback from tariff and tax front-running, help growth improve.
- The DMP shows the pace of disinflation easing too, so we still look for only one more rate cut this year.
- We cut our Q2 GDP growth forecast to 0.2% quarter-to-quarter from 0.3% previously, after soft data.
- Energy prices nudge up our inflation forecasts; we see CPI inflation peaking at 3.7% in September.
- We see payrolls and GDP rebounding, which keeps us expecting only one more rate cut this year.
- In one line: Manufacturing orders fall in June but the worst of the tariff-induced slowdown appears over.
- In one line: House prices fall in April, but the market will recover quickly.
