Pantheon Macroeconomics

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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.

economyValuation and AffordabilityBanca Central de la Repúublica ArgentinaHouse Prices

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

  • In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.  

Samuel TombsUK

UK Datanote: U.K. Money & Credit, December 2023

  • In one line: Households won’t stay this cautious for long.

Samuel TombsUK

UK Datanote: U.K. Consumer Prices, December 2023

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

  • In one line: Downturn in manufacturing output has further to run. 

UK

UK Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsUK

UK Datanote: U.K. MPC Decision & Minutes, December

  • In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, November 2023

In one line: Recession fears should be quelled by November’s PMI. 

UK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2023

  • In one line: Manufacturing output is being hit by retailers running down their inventories.

UK

UK Datanote: U.K. Nationwide House Prices, November 2023

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

UK

UK Datanote: U.K. Money & Credit, October 2023

  • 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

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Keywords for: U.K. Documents

U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,