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

14 April 2025 UK Monitor Week in review: GDP jumps in February but tariffs will hurt growth

  • GDP growth soared in February as industrial production and services activity rose higher…
  • …But the ongoing global trade war has made incoming data obsolete.
  • The MPC will be challenged by a broken trading environment and CPI at 3.5% in H2.
Rob Wood (Chief UK Economist)UK

7 April 2025 UK Monitor Week in review: the tariff war has commenced

  • The initial response to US tariffs suggests the barriers are more disinflationary for the UK than most.
  • Markets are understandably pricing downside growth tail-risks and the UK avoiding retaliation, for now.
  • But we continue to think this tariff fandango will eventually prove to be a stagflationary shock.
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,