Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

August 2023

UK Datanote: UK Report on Jobs Survey, March 2023

  • In one line: Report on Jobs survey says it’s time to cut rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q4 2023

  • In one line: Still a minor technical recession last year, but the economy is already rebounding.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strong imports worsen the trade deficit.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GDP, January 2023

  • In one line: GDp on track for strong rebound in Q1, beating MPC forecasts.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Labour Market Data, January/February 2023

  • In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.

Rob Wood (Chief UK Economist)UK

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. GDP, December 2023

  • In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.

Samuel TombsUK

UK Datanote: U.K. Money & Credit, December 2023

  • In one line: Households won’t stay this cautious for long.

Samuel TombsUK

UK Datanote: U.K. Public Finances, December 2023

  • In one line: Falling interest payments create scope for tax cuts which the gilt market can tolerate.

Samuel TombsUK

UK Datanote: U.K. Retail Sales, December 2023

In one line: It’s always darkest before the dawn.

UK

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

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

UK

UK Datanote: U.K. Consumer Prices, December 2023

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, November/December 2023

  • In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.

Samuel TombsUK

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

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

UK

UK Datanote: U.K. GDP, November 2023

  • In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.

Samuel TombsUK

UK Datanote: U.K. Report on Jobs Survey, December 2023

  • In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

  • In one line: Downturn in manufacturing output has further to run. 

UK

UK Datanote: U.K. National Accounts, Q3 2023

  • In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.

Samuel TombsUK

UK Datanote: U.K. Public Finances, November 2023

  • In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.

Samuel TombsUK

UK Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsUK

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence