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.
UK Datanote: UK Nationwide House Prices
- 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: House prices jump in September but we look for a subdued second half of the year.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
- In one line: House price inflation will remain weak as the Budget weighs on sentiment.
- In one line: Modestly deanchored inflation expectations warrant caution from the MPC.
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.
- In one line: Another hawkish blow to the MPC means no more cuts this year.
- In one line:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: The housing market recovery is underway.
- In one line: Prices will keep gaining as stamp duty disruption has further to unwind.
- In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.
- In one line: House prices fall in June but returning buyer demand will push up prices soon.
- In one line: Better balanced growth after revisions bodes well.
