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.
February 2024
- In one line: Manufacturing orders tick up and price pressures fall in February, but the sector remains weak.
Elliott Laidman Doak (Senior UK Economist)UK
- In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote.
Rob Wood (Chief UK Economist)UK
- In one line: The trade deficit will be held back by high energy prices and President Trump’s tariff threats in 2025.
Rob Wood (Chief UK Economist)UK
- In one line:Better-than-expected growth should reduce recession worries and suggests the PMI is exaggerating economic weakness.
Rob Wood (Chief UK Economist)UK
- In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.
Rob Wood (Chief UK Economist)UK
- In one line: Easing consumer saving should support demand, but tax hikes hit business investment.
Rob Wood (Chief UK Economist)UK
- In one line: Jobs market is loosening gradually, but strong wage growth is a block to quick MPC rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line:Public sector borrowing exceeded the OBR’s latest forecasts in December.
Rob Wood (Chief UK Economist)UK
- In one line:Disappointing retail sales raise the risk of a small GDP fall in Q4, so the MPC will definitely cut rates in February.
Rob Wood (Chief UK Economist)UK
- In one line: The trade deficit narrows in November but remains wide; import prices point to firming goods inflation.
Rob Wood (Chief UK Economist)UK
- In one line:Budget uncertainty, tax hikes and Mr. Trump's tariff threats continue to weigh on growth
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation of 5% in 2025 according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Discount downside news which was driven by erratic airfares and hotels that will rebound; inflation is still heading above 3% in April.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes hit employment, but the REC survey likely exaggerates the drop and wage growth rises.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes boost inflation and cut growth; the MPC will be cautious.
Rob Wood (Chief UK Economist)UK
- In one line: December BRC distorted by the late Black Friday, underlying retail sales volumes continue growing modestly.
Rob Wood (Chief UK Economist)UK
- In one line: Construction output continues to grow solidly, despite PMI drop in December.
Rob Wood (Chief UK Economist)UK
- In one line: New car registrations growth continues to recover from the Budget-induced October weakness.
Rob Wood (Chief UK Economist)UK
- In one line: Nationwide’s house price index rises in December to cap a recovery in the housing market in 2024.
Rob Wood (Chief UK Economist)UK
- In one line: The manufacturing PMI drops in December as demand weakens and sentiment sours.
Rob Wood (Chief UK Economist)UK
