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
- In one line:Tentative signs that consumers are willing to run down their high saving rate to support consumption.
- In one line: House price inflation to remain weak in 2026.
- In one line: BRC sales flattered by early Easter in March, growth will slow in April.
- In one line: House price inflation has further to drop as the Iran War dents sentiment and boosts borrowing costs.
- In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.
- In one line: The housing market will weaken over the course of 2026.
- In one line: Retail sales growth should pick up when the weather clears, but war in the Middle East remains a downside risk to activity.
- In one line: Growth rebounded in the new year and price pressures remain strong
- In one line: The housing market remains stable according to Nationwide, but activity will strengthen over 2026.
- In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.
- In one line: Consumers’ spending will boost January GDP growth.
- In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
- In one line: House price inflation will continue to steadily rise over the coming year.
- In one line:Retail sales rebound and have further to recover in 2026.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.
- In one line: Weak house price inflation in October means we cut our Q4 forecast.
- In one line: Pre-Budget chaos drags on consumer spending.
- In one line: House price inflation should accelerate slightly now that the Budget is behind us.
