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
Please use the filters on the right to search for a specific date or topic.
UK Datanote: U.K. GDP
- In one line: Modestly deanchored inflation expectations warrant caution from the MPC.
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line:Strong GDP growth in H1 illustrates a high neutral rate.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: The housing market recovery is underway.
- 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: Rates and guidance unchanged in June, but a dovish tilt to the minutes.
- In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.
- In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.
- 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: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
- In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.
- In one line:GDP soars in February but the MPC will look through the pre-Tariff data.
- In one line: Fracturing global trade will begin to weigh on the trade balance in the coming months.
- In one line: Stamp duty changes halt house price inflation in March, but it will accelerate again.
