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.
April / May 2025
- In one line: Unwinding tariff front-running widens the trade deficit, while strong import prices suggest firming goods inflation ahead.
Rob Wood (Chief UK Economist)UK
- In one line: Beginning to recover as the Stamp Duty disruption begins to fade.
Rob Wood (Chief UK Economist)UK
- In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.
Rob Wood (Chief UK Economist)UK
- In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.
Rob Wood (Chief UK Economist)UK
- In one line: A dovish release that raises the chance of the MPC easing policy again in August.
Rob Wood (Chief UK Economist)UK
- In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.
Rob Wood (Chief UK Economist)UK
- In one line: DMP raises the chance of an August cut, but the survey will likely recover further in June.
Rob Wood (Chief UK Economist)UK
- In one line: Construction PMI should improve only slowly as sentiment remains weak.
Rob Wood (Chief UK Economist)UK
- In one line: Falling interest rates and a healthy consumer will support car registrations.
Rob Wood (Chief UK Economist)UK
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
Rob Wood (Chief UK Economist)UK
- In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.
Rob Wood (Chief UK Economist)UK
- In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.
Rob Wood (Chief UK Economist)UK
- In one line: PMI rebounds as uncertainty fades, and drop in price balances helps the MPC.
Rob Wood (Chief UK Economist)UK
- In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing activity remains weak according to the CBI, it will remain so for some time to come.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.
Rob Wood (Chief UK Economist)UK
- In one line: Inflation should run around 3.5% for the rest of the year, although an Easter boost means the April headline exaggerates the strength a little.
Rob Wood (Chief UK Economist)UK
