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.
September/October 2021 Samuel Tombs
- In one line: A broad-based drop, but expect a recovery in the final two months of 2023.
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK
- In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead.
Samuel TombsUK
- In one line: A timely reminder that considerable further fiscal consolidation is needed.
Samuel TombsUK
- In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.
Samuel TombsUK
- In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.
Samuel TombsUK
- In one line: The fall in households’ spending will be reversed in Q4.
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
- In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.
Samuel TombsUK
In one line: Still pointing to a mild recession, but the survey is probably too downbeat.
Samuel TombsUK
- In one line: The destocking process which is weighing on manufacturing output has further to run.
Samuel TombsUK