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.
UK Datanote: Bank of England Inflation Attitudes Survey
- In one line: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Consumers are resilient in the face of tax hike rumours.
- In one line: Manufacturing activity will manage only small gains in the coming months.
- In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.
- In one line:Growth runs close to potential, limiting the emergence of spare capacity.
- In one line: Payroll falls will ease as tax hike hit begins to fade.
- In one line: Budget uncertainty will keep housing market weak until November.
- In one line: Employment falls fail to open spare capacity so wage and price pressures remain stubbornly too high.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: House prices jump in September but we look for a subdued second half of the year.
- In one line: Manufacturing output will slowly recover in the coming months.
- In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
- In one line: Strong personal finances will help consumers keep spending.
- In one line: Modestly deanchored inflation expectations warrant caution from the MPC.
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
