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.
U.K. S&P Global/CIPS Services Survey
- In one line: Consistent with a recovery in 2024.
UK
- 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: Manufacturing output likely has further to fall.
UK
- In one line: Recovery should gather momentum next year.
UK
- In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
In one line: Recession fears should be quelled by November’s PMI.
UK
- In one line: Manufacturing output is being hit by retailers running down their inventories.
UK
- 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
- In one line: A rebound in real incomes will drive a recovery in confidence.
UK
- In one line: The Q3 recovery in manufacturing output looks set to reverse.
UK
- In one line: Casts doubt on the increases in the Nationwide and Halifax measures of house prices.
UK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
- In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.
Samuel TombsUK
In one line: Still pointing to a mild recession, but the survey is probably too downbeat.
Samuel TombsUK
- In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them.
Samuel TombsUK
- In one line: The destocking process which is weighing on manufacturing output has further to run.
Samuel TombsUK
- In one line: Mortgage lending remains weak.
UK