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
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Daily Monitor Datanotes Samuel Tombs
- Public borrowing in October exceeded the OBR’s March Budget forecast for the first time this year.
- Revisions by the OBR to its economic assumptions likely will not lower the borrowing forecast materially.
- Mr. Hunt’s fiscal rules don’t rule out tax cuts, but he likely will delay most until after the election to buy some votes.
Samuel TombsUK
- On Thursday, Ofgem will likely announce that consumer electricity and natural gas prices will rise modestly in Q1.
- Businesses have essentially finished passing on higher energy costs to customers...
- ...Many have locked in high wholesale prices but can still slow the rate of price rises over the coming months.
Samuel TombsUK
- 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