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.

Datanotes

UK Datanote: U.K. RICS Residential Market Survey, October 2023

  • In one line: Casts doubt on the increases in the Nationwide and Halifax measures of house prices. 

UK

UK Datanote: U.K. Report on Jobs Survey, October 2023

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

Samuel TombsUK

UK Datanote: U.K. Car Registrations, October 2023

  • In one line: Another weak month, but car sales should rebound next year. 

UK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, October 2023

  • In one line: Labour and raw material costs are starting to fall, as demand undershoots supply.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, October 2023

In one line: Still pointing to a mild recession, but the survey is probably too downbeat. 

Samuel TombsUK

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

  • In one line: The destocking process which is weighing on manufacturing output has further to run.

Samuel TombsUK

UK Datanote: U.K. Nationwide House Prices, October 2023

  • In one line: Not the start of a recovery, yet.

UK

UK Datanote: U.K. Money & Credit, September 2023

  • In one line: Mortgage lending remains weak. 

UK

UK Datanote: U.K. CBI Industrial Trends Survey, October

  • In one line: The manufacturing sector isn’t out of the woods, yet. 

UK

UK Datanote: U.K. Flash PMIs, October 2023

  • In one line: Still too pessimistic a signal in our eyes. 

UK

UK Datanote: U.K. Labour Market Data, August 2023

  • In one line: Still more labour market slack than the MPC expected.  

UK

UK Datanote: U.K. Retail Sales, September, and GfK Consumer's Confidence Survey, October

  • In one line: Temporary fall driven by warmer-than-usual weather.

UK

UK Datanote: U.K. Public Finances, September 2023

  • In one line: Still undershooting the OBR’s forecast, but don’t expect significant pre-election tax cuts.

Samuel TombsUK

UK Datanote: U.K. Official House Price Index, August

  • In one line: House prices still have further to fall. 

UK

UK Datanote: U.K. Consumer Prices, September 2023

  • In one line: The pick-up in month-to-month growth in prices won’t be sustained.

Samuel TombsUK

UK Datanote: U.K. Labour Market Data, August/September 2023

  • In one line: Wage growth is slowing quickly enough for the MPC to keep Bank Rate at 5.25% next month.

Samuel TombsUK

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence