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.

UK Datanote: U.K. International Trade, December 2023

  • In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.

UK

UK Datanote: U.K. RICS Residential Market Survey, January 2024

  • In one line: Further evidence to support our view of a material recovery in house prices this year. 

UK

UK Datanote: U.K. Car Registrations, January 2024

  • In one line: Very weak, but should now recover in line with consumers' confidence. 

UK

25 January 2024 UK Monitor Improving PMI data signal no need for the MPC to rush to cut rates

  • January’s composite PMI data point to GDP rising at a near-trend 0.2% quarter-on-quarter pace in Q1.
  • S&P’s survey also points to 0.2% q/q growth in employ- ment, which would stop unemployment rising further.
  • Producer output prices remain flat despite shipping disruptions, but services inflation is fading only slowly.

UK

UK Datanote: U.K. RICS Residential Market Survey, December 2023

  • In one line: Consistent with a recovery in 2024. 

UK

19 January 2024 UK Monitor House prices to start rising in Q2, bolstered by lower mortgage rates

  • The official house price index will fall further in Q1, in response to last year's rise in mortgage rates...
  • ...But mortgage payment affordability will improve rap- idly this year, as rates come down and incomes rise.
  • The timeliest indicators of house purchase demand have rebounded; prices will return to their peak by year-end.

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,