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.
housing market
A SMALL WOBBLE AS MORTGAGE-RATE DROP PAUSES...
- ...BUT PRICES WILL STILL RISE 4% IN 2024
Rob Wood (Chief UK Economist)UK
- In one line: Building hopes of rate cuts boost buyer demand and house prices.
Rob Wood (Chief UK Economist)UK
- In one line: House price gains heading to 5% year-over-year soon.
Rob Wood (Chief UK Economist)UK
- In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.
Rob Wood (Chief UK Economist)UK
PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES EDGE LOWER
Samuel TombsUK
- In one line: Further evidence to support our view of a material recovery in house prices this year.
UK
PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES KEEP FALLING
Samuel TombsUK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...
- ...FALLING MORTGAGE RATES WILL LEAD TO A 5% RISE IN 2024
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK
MORTGAGE RATES TO FALL FASTER THAN WE EXPECTED IN Q1...
- ...WE NOW FORESEE A 5%, NOT 6%, PEAK-TO-TROUGH FALL IN PRICES
Samuel TombsUK
- In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.
Samuel TombsUK
- In one line: Casts doubt on the increases in the Nationwide and Halifax measures of house prices.
UK