Pantheon Macroeconomics

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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.

UK Datanote: U.K. GDP

UK Datanote: U.K. International Trade, February 2024

  • In one line: Trade deficit little changed in February, but will improve this year.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GDP, February 2024

  • In one line: GDP is on track for 0.4% quarter-to-quarter growth in Q1, beating MPC forecasts.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Nationwide House Prices, March 2024

  • In one line: Small correction in March is just a blip.

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. MPC Decision and Minutes, March 2024

  • In one line: MPC gears up for a summer rate cut with tweaks to guidance.

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. Nationwide House Prices, February 2024

  • In one line: Mortgage rate falls do the trick.  

Samuel TombsUK

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. 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. 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. MPC Decision & Minutes, December

  • In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsUK

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

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

UK

UK Datanote: U.K. GDP, October 2023

  • In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

Samuel TombsUK

UK Datanote: U.K. Nationwide House Prices, November 2023

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

UK

UK Datanote: U.K. GDP, September 2023

  • In one line: The fall in households’ spending will be reversed in Q4.

Samuel TombsUK

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them. 

Samuel TombsUK

UK Datanote: U.K. Nationwide House Prices, October 2023

  • In one line: Not the start of a recovery, yet.

UK

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Keywords for: U.K. Documents

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