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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UK Datanote: Bank of England Inflation Attitudes Survey
- In one line: Rebounding employment expectations suggest inflation pressure will remain stubborn.
- 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: House prices fall in June but returning buyer demand will push up prices soon.
- In one line: Better balanced growth after revisions bodes well.
- In one line: Manufacturing orders fall in June but the worst of the tariff-induced slowdown appears over.
- 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:GDP falls in April but it will rebound as tax-hike-induced effects fade.
- In one line: DMP raises the chance of an August cut, but the survey will likely recover further in June.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
- In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.
- In one line: Uncertainty driven rebound in consumers' confidence points to continued solid retail spending growth.
- In one line: Manufacturing activity remains weak according to the CBI, it will remain so for some time to come.
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
- In one line:Fading consumer caution will keep GDP ticking along.
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
- In one line: The housing market slowdown will be temporary according to the RICS.
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
- In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.
