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.

Datanotes Emerging Asia

UK Datanote: U.K. Consumer Prices, February 2024

  • In one line: Slowing inflation will raise MPC confidence in a summer rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. RICS Residential Market Survey, February 2024

  • In one line: House price gains heading to 5% year-over-year soon.

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. Labour Market Data, January/February 2023

  • In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, February 2024

  • In one line: Expected interest rate cuts breathe life into house building.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. S&P Global/CIPS Services Survey, February 2024

  • In one line: Growth beating the MPC's forecast, supporting services inflation.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Car Registrations, February 2024

  • In one line: Stagnant, but real wage growth and interest rate cuts will help. 

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, January 2024

  • In one line: Consumer credit rebound backs up retail sales recovery in January.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, February 2024

  • In one line: Large bounce in the output index looks suspicious.

Samuel TombsUK

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

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

Samuel TombsUK

UK Datanote: U.K. GfK Consumers' Confidence Survey, February 2024

  • In one line: Forget the small drop; improving real wage growth will keep confidence rising.

Samuel TombsUK

UK Datanote: U.K. Flash PMIs, February 2024

  • In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.

Samuel TombsUK

UK Datanote: U.K. Public Finances, January 2024

  • In one line: Borrowing in 2023/24 set to undershoot the OBR’s forecast by £10B, despite January’s smaller-than-expected surplus.

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. Retail Sales, January 2024

In one line: Amid the monthly volatility, signs of a consumer-led recovery taking hold.

Samuel TombsUK

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. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel TombsUK

UK Datanote: U.K. RICS Residential Market Survey, January 2024

  • In one line: Further evidence to support our view of a material recovery in house prices this year. 

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