UK Publications
Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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U.K. S&P Global/CIPS Services Survey Rob Wood (Chief UK Economist)
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: Consumers’ confidence knocked by inflation and tax hike speculation.
- In one line: Consumers still look set to support GDP growth in H2.
- In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.
- In one line: Recovering as the Stamp Duty disruption fades
- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.
- In one line: Consumers’ confidence inches up, but it will be tested over the summer.
- In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes.
- In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.