Pantheon Macroeconomics

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UK Publications

Below is a list of our UK Publications for the last 6 months. If you are looking for reports older than 6 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

UK Datanote: UK RICS Residential Market Survey, September 2024

  • In one line: House price inflation surges after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, September 2024

  • In one line: The REC stays weak, supporting another 25bp rate cut in November.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, September 2024

  • In one line: The PMI falls, but it will rebound after the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, September 2024

  • In one line: The PMI dips in September on Budget uncertainty, but output growth remains strong.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, September

  • In one line: CBI points to struggling manufacturing but it is volatile, watch the stronger PMI instead.

Andrés Abadía (Chief LatAm Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, September 2024

  • In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, August 2024

  • In one line: Services inflation rebounds close to the MPC’s forecast, keeping it on track to hold rates tomorrow.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, August 2024

  • In one line: House price inflation accelerates immediately after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, August 2024

  • In one line: Slowing pay growth but the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, August 2024

  • In one line: The strengthening PMI means the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, August 2024

  • In one line: Manufacturing output grows solidly giving firms the confidence to hire again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, August 2024

  • In one line: Consumers' confidence unchanged in August, but it will improve from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, August

  • In one line: CBI orders and prices rebound as expected in August.

Andrés Abadía (Chief LatAm Economist)UK

UK Datanote: U.K. Consumer Prices, July 2024

  • In one line: Weaker inflation helps the case for rate cuts, but airfares and hotel prices will rebound.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Report on Jobs Survey, July 2024

  • In one line: Jobs market rebounding but wage growth stays soft for now.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, July 2024

  • In one line: House price inflation edged down in July, but will accelerate as mortgage rates fall.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, July 2024

  • In one line: The PMI signals steady growth now and a stronger expansion to follow.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, July 2024

  • In one line: Manufacturing growth and employment to accelerate as business optimism soars.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, July

  • In one line: CBI orders and prices fall in July, but both should rebound in August.

Andrés Abadía (Chief LatAm Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, July 2024

  • In one line: Imminent interest rate cuts boost consumers’ confidence.

Rob Wood (Chief UK Economist)UK

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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,