Pantheon Macroeconomics

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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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Weekly Monitor

10 November 2025 UK Monitor Week in review: rates close to neutral, inflation likely to slow

  • The MPC signalled a December rate cut but uncertainty about how many more.
  • We look for 0.2% quarter-to-quarter Q3 GDP growth and stable payrolls, in data published this week.
  • CPI inflation should drop to 3.5% in October—due November 19—0.1pp below the MPC’s call.
Rob Wood (Chief UK Economist)UK

3 November 2025 UK Monitor Forecast review: soft inflation leads us to bring forward a rate cut

  • We retain our Q3 GDP growth forecast of 0.2% quarter-to-quarter, as the activity data have held firm...
  • ...But softer-than-expected inflation means we have brought forward our call for a rate cut to December.
  • We are waiting for further information on the Budget before forecasting an additional cut to Bank Rate.
Rob Wood (Chief UK Economist)UK
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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,