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.

House PricesMortgage Lending and Sales

UK Datanote: U.K. BRC Retail Sales Monitor, August 2025

  • In one line: Retail spending can power another solid quarter of economic growth in Q3.

UK Datanote: UK Final Services and Composite PMI, August 2025

  • In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.

UK Datanote: U.K. Nationwide House Prices, August 2025

  • In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.

UK Datanote: UK Official House Price Index, June 2025

  • In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.

UK Datanote: U.K. BRC Retail Sales Monitor, July 2025

  • In one line: Official retail sales will rise at a healthy clip in July.

UK Datanote: UK Final Services and Composite PMI, July 2025

  • In one line: Enough for the MPC to cut, but inflation is proving persistent.

UK Datanote: Retail Sales, June 2025

  • In one line:Retail sales are trending up solidly.

UK Datanote: UK Official House Price Index, May 2025

  • In one line: Prices will keep gaining as stamp duty disruption has further to unwind.

UK Datanote: U.K. BRC Retail Sales Monitor, June 2025

  • In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.

UK Datanote: UK Final Services and Composite PMI, June 2025

  • In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.

UK Datanote: U.K. Nationwide House Prices, June 2025

  • In one line: House prices fall in June but returning buyer demand will push up prices soon.

UK Datanote: U.K. Official House Price Index, April 2025

  • In one line: House prices fall in April, but the market will recover quickly.

UK Datanote: Retail Sales, May 2025

  • In one line:Retail sales tank in May but will rebound.

UK Datanote: U.K. BRC Retail Sales Monitor, May 2025

  • In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.

UK Datanote: UK Final Services and Composite PMI, May 2025

  • In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.

UK Datanote: U.K. Nationwide House Prices, May 2025

  • In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.

UK Datanote: Retail Sales, April 2025

  • In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.

UK Datanote: U.K. Official House Price Index, March 2025

  • In one line: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.

UK Datanote: U.K. BRC Retail Sales Monitor, April 2025

  • In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
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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,