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.

Daily Monitor Weekly Monitor Samuel Tombs

20 November 2023 UK Monitor Recent Fall in Retail Sales to Reverse As Real Incomes Recover in Q4

  • Retail sales fell for the second straight month in October, though that partly reflected the warmer, wetter weather.
  • But real incomes look set to recover, as pay growth outstrips CPI inflation and cost-of-living grants resume.
  • Some of this extra cash will be saved, but people will be able to spend more too; retail sales will recover in Q4.

Samuel TombsUK

16 November 2023 UK Monitor CPI Inflation Falling Quickly Enough for the MPC to Start Easing in Q2

  • October’s 4.6% rate of CPI inflation undershot the MPC’s forecast by 0.2pp, largely due to services prices.
  • The core CPI has risen at a seasonally adjusted annualised rate of just 2.2% over the past three months...
  • ...Some one-off price falls have supported the slowdown, but PPI data suggest it will largelybe sustained.

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,