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.
and gfk consumer's confidence survey
- In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
- In one line: Momentum is building in the housing market.
- In one line: Hiring sentiment has further to improve in Q1.
- In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: Consumers' confidence can continue to rise slowly in 2026.
- In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
- In one line: The housing market is primed for a recovery in 2026.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
- In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.
- In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.
- In one line: Small fall in inflation expectations helps the case for a rate cut next week.
- In one line: Signs of stubborn wage growth despite weak jobs are widespread.
- In one line: Enough for a December cut, but also enough to keep the MPC cautious about the pace of subsequent cuts.
- In one line: Manufacturing output to remain weak in Q4.
- In one line: REC survey shows stabilising jobs market, suggesting weak official payrolls will be revised better.
- In one line: The spectacle of months of tax speculation takes its toll, but house price inflation should recover after the Budget.
- In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
