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.
march & q1 2023 Rob Wood (Chief UK Economist)
- In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.
- In one line: Consumers’ confidence has further to fall in 2026.
- In one line: Households and businesses on solid financial footing heading into the energy price shock.
- In one line: The housing market will weaken over the course of 2026.
- In one line: MPC surprises market hawkishly, guidance symmetric but more open to hikes than expected.
- In one line: The manufacturing PMI suggests activity is stable, but surging energy prices will hit sentiment.
- In one line: Strong credit flows and falling saving suggest the UK was rebounding strongly in the New Year.
- In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
- In one line: The money and credit data for November show a solid footing for activity in 2026.
- In one line: Cautious cut, we see one more in April, but it will be another closely fought decision.
- In one line: The money and credit data suggests few pre-Budget worries in October.
- In one line: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
