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.

march 2025

UK Datanote: UK RICS Residential Market Survey, March 2026

  • In one line: Housing market activity will grind down over the course of 2026.

UK Datanote: Construction PMI, March 2026

  • In one line: Construction sector activity to remain weak in the coming months.

UK Datanote: UK Final Manufacturing PMI, March 2026

  • In one line: Surging input prices will worry the MPC.

UK Datanote: UK Car Registrations, March 2026

  • In one line: Growth in autos registrations will ease in the coming months.

UK Datanote: UK Report on Jobs Survey, March 2026

  • In one line: Job market stable in March, but high inflation will weigh on employment in 2026.

UK Datanote: U.K. BRC Retail Sales Monitor, Marcg 2026

  • In one line: BRC sales flattered by early Easter in March, growth will slow in April.

UK Datanote: Retail Sales, February 2026

  • In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.

UK Datanote: UK GfK Consumers' Confidence Survey, March 2026

  • In one line: Consumers’ confidence has further to fall in 2026.

UK Datanote: U.K. Nationwide House Prices, March 2026

  • In one line: The housing market will weaken over the course of 2026.

UK Datanote: UK MPC Decision and Minutes, March 2026

  • In one line: MPC surprises market hawkishly, guidance symmetric but more open to hikes than expected.

UK Datanote: U.K. CBI Industrial Trends Survey, March 2026

  • In one line: War in the Middle East will hit sentiment in the manufacturing sector hard.

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

  • In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.

UK Datanote: UK International Trade, December 2025

  • In one line: The trade deficit has some room to further improve.

UK Datanote: UK GDP December 2025

  • In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.

UK Datanote: UK Labour Market Data, December / January 2026

  • In one line: Unemployment rate at 5-year high should seal a March rate cut, but more timely data suggests stabilisation.

UK Datanote: UK Money & Credit, December 2025

  • In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.

UK Datanote: Retail Sales, December 2025

  • In one line:Retail sales rebound and have further to recover in 2026.

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

  • In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.

UK Datanote: UK Labour Market Data, November / December 2025

  • In one line: Enough to allow the MPC to wait until April to cut again.

UK Datanote: Bank of England Credit Conditions, Q4 2025

  • In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.
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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,