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.
March / April 2024
- In one line: The housing market slowdown will be temporary according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.
Rob Wood (Chief UK Economist)UK
- In one line: The Construction PMI improves but signals falling activity, it will remain weak for some time.
Rob Wood (Chief UK Economist)UK
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Car registrations tank as duties increase.
Rob Wood (Chief UK Economist)UK
- In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing activity improves according to the CBI, but the trade war will hurt businesses.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: Consumers' major purchases held up, but downside risks to the retail spending build.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.
Rob Wood (Chief UK Economist)UK
- In one line:The public finances are weak heading into the trade war, difficult choices lay ahead for the Chancellor.
Rob Wood (Chief UK Economist)UK
- In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.
Rob Wood (Chief UK Economist)UK
- In one line: Enough softening for the MPC to cut, but strong wage growth will keep rate setters cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.
Rob Wood (Chief UK Economist)UK
- In one line: Solid jobs and accelerating wages will keep the MPC cautious heading into the trade war.
Rob Wood (Chief UK Economist)UK
- In one line: The housing market is cooling now but activity will pick up in H2.
Rob Wood (Chief UK Economist)UK
- In one line: Jobs market passes the worst as prices and wages prove persistent.
Rob Wood (Chief UK Economist)UK
- In one line: Strengthening domestic spending can cushion the tariff blow.
Rob Wood (Chief UK Economist)UK
- In one line: The Construction sector will continue to recover as planning reforms and Government spending boost sentiment.
Rob Wood (Chief UK Economist)UK
- In one line: Stamp duty changes halt house price inflation in March, but it will accelerate again.
Rob Wood (Chief UK Economist)UK
