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.
Datanotes
- In one line: Manufacturing output likely has further to fall.
UK
- In one line: Further recovery should ease recession fears.
Samuel TombsUK
- 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
- In one line: A broad-based drop, but expect a recovery in the final two months of 2023.
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
In one line: Recession fears should be quelled by November’s PMI.
UK
- In one line: Still weak, but car sales should rebound next year.
UK
- In one line: Consistent with a modest revival in retail sales; expect a fuller recovery in 2024.
Samuel TombsUK
- In one line: Manufacturing output is being hit by retailers running down their inventories.
UK
- In one line: Don’t get too excited about the prospect of a sustained recovery just yet,
UK
- 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
- In one line: A rebound in real incomes will drive a recovery in confidence.
UK
- In one line: Further reassurance a recession isn’t developing.
Samuel TombsUK
- In one line: No major pre-election giveaways; the course is clear for the MPC to cut Bank Rate next year.
Samuel TombsUK
- In one line: The Q3 recovery in manufacturing output looks set to reverse.
UK
- In one line: A timely reminder that considerable further fiscal consolidation is needed.
Samuel TombsUK
- In one line: We expect a recovery in the coming months, driven by a rebound in real incomes.
UK
