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.
November 2025
- In one line: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.
- In one line: Predictable correction after the strongest September in five years, the underlying trend is up.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.
- In one line:Retail sales should continue to rise despite Budget uncertainty.
- In one line: Consumers are resilient in the face of tax hike rumours.
- In one line: Growth to hold up in Q4 despite Budget uncertainty, but softening inflation indicators gives the MPC doves hope.
- In one line: Manufacturing activity will manage only small gains in the coming months.
- In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.
- In one line:Growth runs close to potential, limiting the emergence of spare capacity.
- In one line: Weaking wage growth makes this a dovish release, but the underlying story is a stabilising labour market with jobs no longer falling.
- In one line: Retail sales holding up given a tube shutdown and wet weather in September.
- In one line: Payroll falls will ease as tax hike hit begins to fade.
- In one line: Budget uncertainty will keep housing market weak until November.
- In one line: The PMI has been a poor construction indicator lately, official output will probably hold up.
- In one line: Strongest September car sales for three years bodes well for GDP.
- In one line: Dovish as activity growth slows, price pressures ease and margins are squeezed, but Q3 average PMI was OK.
- In one line: Employment falls fail to open spare capacity so wage and price pressures remain stubbornly too high.
- In one line: Manufacturing activity to remain weak in the second half of the year.
