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.
Samuel Tombs
- 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
- 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
- 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
