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.
Chartbook Datanotes
- In one line: Very weak, but should now recover in line with consumers' confidence.
UK
- 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
CPI INFLATION WILL BE BACK TO 2.0% BY APRIL...
- ...BUT THE MPC WON’T RETURN RATES TO NEUTRAL RAPIDLY
Samuel TombsUK
- In one line: Falling interest payments create scope for tax cuts which the gilt market can tolerate.
Samuel TombsUK
In one line: It’s always darkest before the dawn.
UK
- In one line: Consistent with a recovery in 2024.
UK
- In one line: Further falls and additional downward revisions should mean a 5% peak-to-trough fall.
UK
- In one line: Slowing trend in the all-items index maintained, despite December’s rebound.
Samuel TombsUK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
- 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
CPI INFLATION TO AVERAGE JUST 2.7% IN 2024...
- ...BUT THE MPC WILL WAIT UNTIL MAY TO CUT BANK RATE
Samuel TombsUK
In one line: A gradual recovery should be sustained next year.
UK
- In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.
Samuel TombsUK
- In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.
Samuel TombsUK
- In one line: Sharp decline in inflation not merely due to some of its noisy components.
Samuel TombsUK
- In one line: Manufacturing output likely has further to fall.
UK
