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.
Datanotes Samuel Tombs
- In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.
Samuel TombsUK
- In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.
Samuel TombsUK
- In one line: Sharp decline in inflation not merely due to some of its noisy components.
Samuel TombsUK
- In one line: Further recovery should ease recession fears.
Samuel TombsUK
- In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsUK
- 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: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
- In one line: Consistent with a modest revival in retail sales; expect a fuller recovery in 2024.
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: Further reassurance a recession isn’t developing.
Samuel TombsUK
- In one line: No major pre-election giveaways; the course is clear for the MPC to cut Bank Rate next year.
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: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them.
Samuel TombsUK
