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.
Weekly Monitor
- Net migration has jumped over the past two years, following a sharp drop in 2020 and 2021.
- The government estimates that this year’s policy changes will reduce immigration by 25%...
- ...But Skilled Worker visa numbers won’t fall by much, and total arrivals will spike in Q1, before the rules change.
UK
- The economy flirted with recession in 2023, but green shoots emerged towards the end of the year.
- A sharp fall in energy prices suggests CPI inflation will continue to fall quickly, probably touching 2% during Q2.
- Markets' interest rate expectations, however, have fallen too far; we still think the MPC will wait until May.
UK
- PMI data signal a mild recession, but we still expect brisk real income growth to lift households’ spending in Q4.
- We have nudged up our forecast for CPI inflation in 2024 to 3.0%, from 2.7%, due to higher energy prices...
- ...But it is still below the MPC’s latest projection; down- side surprises will open the door to rate cuts from Q2.
UK
