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.
March & Q1 2023
- In one line: Expected interest rate cuts breathe life into house building.
Rob Wood (Chief UK Economist)UK
- In one line: Growth beating the MPC's forecast, supporting services inflation.
Rob Wood (Chief UK Economist)UK
- In one line: Consumer credit rebound backs up retail sales recovery in January.
Samuel TombsUK
- In one line: Large bounce in the output index looks suspicious.
Samuel TombsUK
- In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.
UK
- In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.
Samuel TombsUK
- In one line: Strengthening recovery will allow the MPC to take its time.
Samuel TombsUK
- In one line: Optimism improving as lower borrowing costs start to underpin demand.
Samuel TombsUK
- In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
- In one line: Falling interest payments create scope for tax cuts which the gilt market can tolerate.
Samuel TombsUK
In one line: It’s always darkest before the dawn.
UK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: Slowing trend in the all-items index maintained, despite December’s rebound.
Samuel TombsUK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
- In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.
Samuel TombsUK
- In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.
Samuel TombsUK
- In one line: Downturn in manufacturing output has further to run.
UK
- In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.
Samuel TombsUK
