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.

UK Datanote: UK Car Registrations, November 2025

  • In one line: Holding up well in the face of chaotic Budget speculation through November.
Rob Wood (Chief UK Economist)UK

10 December 2025 UK Monitor Labour market preview: Budget chaos to hit jobs, but pay stubborn

  • We expect ‘final’ payrolls to fall by 13K month-to-month in November, as Budget worries hit jobs.
  • The headline LFS unemployment rate will hold at 5.0% in October, as August’s single-month rise corrects.
  • Pay growth to slow in October, but wage gains look set to stabilise over the coming 12 months.
Rob Wood (Chief UK Economist)UK

9 December 2025 UK Monitor CPI preview 1: Slowing to 3.5% as food prices drop

  • We expect CPI inflation to drop to 3.5% in November, from 3.6% in October.
  • A month-to-month fall in food prices and base effects from duty hikes in 2024 will drag inflation lower.
  • Our forecast for headline CPI inflation in November sees it 10bp higher than the MPC expects.
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,