UK Publications
Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 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: House prices fall in April, but the market will recover quickly.
Rob Wood (Chief UK Economist)UK
- In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.
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: 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: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: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: 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
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
Rob Wood (Chief UK Economist)UK
- In one line:Fading consumer caution will keep GDP ticking along.
Rob Wood (Chief UK Economist)UK
- In one line: Gradually easing labour market justifies further gradual rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
Rob Wood (Chief UK Economist)UK
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
Rob Wood (Chief UK Economist)UK
- 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
