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

Please use the filters on the right to search for a specific date or topic.

Weekly Monitor

9 June 2025 UK Monitor Week in review: the belief in quarterly cuts is strong

  • We think the chances of a ‘skip’ at the August MPC meeting are higher than the market assumes.
  • Inflation will likely run above 2% beyond 2026, disinflation has slowed and GDP is trending up solidly.
  • Food for the doves next week, with payroll and GDP falls likely; but Q2 GDP is still set to grow 0.3% q/q.
Rob Wood (Chief UK Economist)UK

2 June 2025 UK Monitor GDP likely fell 0.1% month-to-month in April

  • We expect GDP to fall 0.1% month-to-month in April, as tariff front-running unwinds.
  • We still look for quarter-to-quarter growth of 0.3% in Q2, above the MPC’s projection, 0.1%.
  • A resilient economy is supporting our call for just one more 25bp cut to Bank Rate this year.
Rob Wood (Chief UK Economist)UK
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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,