Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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 / April 2024

UK Datanote: UK Final Manufacturing PMI, March 2025

  • In one line: Tariffs will keep manufacturing output falling for the forseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q4 2024

  • In one line: Growth recovered in Q4 as Budget uncertainty passed but President Trump’s tariff hammer hangs over the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, March 2025

  • In one line: Solid growth and strong price pressures means the MPC will have to be cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. CBI Industrial Trends Survey, March 2025

  • In one line: Trade uncertainty will continue to weigh on manufacturing sentiment and activity.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, March 2025

  • In one line: Good fundamentals and bad news will continue to pull consumers’ confidence in opposing directions.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK MPC Decision and Minutes, March 2025

  • In one line: Slightly more cautious committee keeps an option to skip a quarterly cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, December 2024

  • 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

UK Datanote: UK GDP December 2024

  • 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

UK Datanote: Construction PMI, January 2025

  • In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, December 2024

  • In one line: Easing consumer saving should support demand, but tax hikes hit business investment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, November / December 2024

  • 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

UK Datanote: UK Public Finances, December 2024

  • In one line:Public sector borrowing exceeded the OBR’s latest forecasts in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, December 2024

  • 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

UK Datanote: UK International Trade, November 2024

  • 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

UK Datanote: UK GDP November 2024

  • In one line:Budget uncertainty, tax hikes and Mr. Trump's tariff threats continue to weigh on growth

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, December 2024

  • In one line: House price inflation of 5% in 2025 according to the RICS.

Rob Wood (Chief UK Economist)UK

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

  • 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

UK Datanote: UK Report on Jobs Survey, December 2024

  • 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

UK Datanote: UK Final Services and Composite PMI, December 2024

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will be cautious.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, December 2024

  • In one line: December BRC distorted by the late Black Friday, underlying retail sales volumes continue growing modestly.

Rob Wood (Chief UK Economist)UK

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,