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.

June 2025

UK Datanote: UK Car Registrations, July 2025

  • In one line: Car registrations will bounce back as borrowing costs fall and the market normalises after duty hikes.

Rob Wood (Chief UK Economist)UK

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

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

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, July 2025

  • In one line: The PMI should gradually improve as borrowing costs fall and the Government spends big.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, July 2025

  • In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.

Rob Wood (Chief UK Economist)UK

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

  • In one line: The housing market recovery is underway.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, June 2025

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

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, July 2025

  • In one line: Consumers’ confidence knocked by inflation and tax hike speculation.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, June 2025

  • In one line: Consumers still look set to support GDP growth in H2.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, July 2025

  • In one line: Manufacturing activity will continue to recover from the tariff-induced slowdown.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK Flash PMIs, July 2025

  • In one line: Enough for the MPC to cut, but watch for chunky revisions in the final release.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, June 2025

  • In one line:Autumn tax hikes are likely and will probably be backloaded.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, May / June 2025

  • In one line: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Official House Price Index, May 2025

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

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, June 2025

  • In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.

Rob Wood (Chief UK Economist)UK

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.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, June 2025

  • In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, June 2024

  • In one line: Recovering as the Stamp Duty disruption fades

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, June 2025

  • In one line: Rising car registrations signals recovering underlying economic activity.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, June 2025

  • In one line: The Construction PMI will continue to recover as tariff uncertainty fades and Government investment soars.

Rob Wood (Chief UK Economist)UK

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.

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,