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
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- Month-to-month growth in ex-bonus wages in August was just half the average of previous months of 2023.
- The flat trend in employment will persist, but further growth in the workforce will lift the unemployment rate.
- The PAYE measure of median pay implies growth in the official measure of wages slowed further in September.
Samuel TombsUK
- Stock levels are higher than in the late 2010s, despite supply chain improvement and the jump in Bank Rate.
- Surveys, however, indicate businesses think stocks levels are broadly adequate given current demand.
- Running-down stocks of imported goods by definition will leave GDP unscathed; a recession isn’t likely.
Samuel TombsUK
- The headline rate of CPI inflation likely remained at 6.7% in September, undershooting the MPC’s forecast by 0.2pp.
- BRC and Eurozone data suggest food and core goods CPI inflation fell further, but services inflation likely rose...
- ...Fees for private schools and nurseries probably increased more in September than a year ago.
Samuel TombsUK
