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.

October 2022

UK Datanote: U.K. International Trade, October 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

UK

UK Datanote: U.K. GDP, October 2023

  • In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, October/November 2023

  • In one line:  The trend in wage growth is weakening, but not as dramatically as October’s data imply.

Samuel TombsUK

UK Datanote: U.K. Money & Credit, October 2023

  • 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

UK Datanote: U.K. Public Finances, October 2023

  • In one line: A timely reminder that considerable further fiscal consolidation is needed.

Samuel TombsUK

UK Datanote: U.K. Retail Sales, October

  • In one line: We expect a recovery in the coming months, driven by a rebound in real incomes. 

UK

UK Datanote: U.K. Consumer Prices, October 2023

  • In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, September/October 2023

  • In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.

Samuel TombsUK

UK Datanote: U.K. RICS Residential Market Survey, October 2023

  • In one line: Casts doubt on the increases in the Nationwide and Halifax measures of house prices. 

UK

UK Datanote: U.K. Report on Jobs Survey, October 2023

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

Samuel TombsUK

UK Datanote: U.K. Car Registrations, October 2023

  • In one line: Another weak month, but car sales should rebound next year. 

UK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, October 2023

  • In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, October 2023

In one line: Still pointing to a mild recession, but the survey is probably too downbeat. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

  • In one line: The destocking process which is weighing on manufacturing output has further to run.

Samuel TombsUK

UK Datanote: U.K. Nationwide House Prices, October 2023

  • In one line: Not the start of a recovery, yet.

UK

UK Datanote: U.K. CBI Industrial Trends Survey, October

  • In one line: The manufacturing sector isn’t out of the woods, yet. 

UK

UK Datanote: U.K. Flash PMIs, October 2023

  • In one line: Still too pessimistic a signal in our eyes. 

UK

UK Datanote: U.K. Retail Sales, September, and GfK Consumer's Confidence Survey, October

  • In one line: Temporary fall driven by warmer-than-usual weather.

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