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.
UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey
- In one line: Mortgage rate falls do the trick.
Samuel TombsUK
- In one line: Forget the small drop; improving real wage growth will keep confidence rising.
Samuel TombsUK
- In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.
UK
- In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.
Samuel TombsUK
- In one line: Further evidence to support our view of a material recovery in house prices this year.
UK
- In one line: Strengthening recovery will allow the MPC to take its time.
Samuel TombsUK
- In one line: Optimism improving as lower borrowing costs start to underpin demand.
Samuel TombsUK
- In one line: Downward revision to unemployment rate increases pressure on the MPC to wait.
Samuel TombsUK
- In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: Narrowing trend to re-emerge during the rest of Q4.
UK
- In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.
Samuel TombsUK
- 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: The trend in GDP was flat in 2023; expect a material improvement in 2024.
Samuel TombsUK
- 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: Narrowing trend to re-emerge during the rest of Q4.
UK
