Pantheon Macroeconomics

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U.K. Publications

Below is a list of our U.K. 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.

April 2022

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2022

  • In one line: The manufacturing sector likely is in recession.

Gabriella DickensU.K.

UK Datanote: U.K. Nationwide House Prices, November 2022

  • In one line: House prices fall for the second month in a row. 

Gabriella DickensU.K.

UK Datanote: U.K. Money & Credit, October 2022

  • In one line: Still no sign of households using savings to support their real expenditure.

Gabriella DickensU.K.

UK Datanote: U.K. Flash PMIs, November 2022

  • In one line: Still consistent with a recession.

Gabriella DickensU.K.

UK Datanote: U.K. Public Finances, October 2022

  • In one line: Cost of energy price support will be greater in future months.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Retail Sales, October 2022

  • In one line: The rise in sales in October will prove a false dawn

Gabriella DickensU.K.

UK Datanote: U.K. Consumer Prices, October 2022

  • In one line:  Still no sign of a slowing in the pace of core price rises yet. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, September 2022

  • In one line: Elevated energy prices are keeping the deficit large. 

Gabriella DickensU.K.

UK Datanote: U.K. RICS Residential Market Survey, October 2022

  • In one line: Clear signs house prices now are falling. 

Gabriella DickensU.K.

UK Datanote: U.K. BRC Retail Sales Monitor, October 2022

  • In one line: Outlook for retailers remains gloomy.  

Gabriella DickensU.K.

7 Nov 2022 UK Monitor Forecast Review, Same Dismal Outlook, but a Different Mix of Drivers

  • The U-turn in the direction of fiscal policy has offset the better news on the outlook for borrowing costs.
  • Plausible assumptions suggest Autumn Statement measures will inflict a 0.3% blow to GDP in 2023/24.
  • A halving of energy price support for households in April would raise the path for CPI inflation by about 2.0pp.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, October 2022

  • In one line: Easing supply constraints are enabling output to keep rising; the 2023 outlook is bleak.

Gabriella DickensU.K.

UK Datanote: U.K. Car Registrations, October 2022

  • In one line: Slight improvement will be short-lived. 

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, October 2022

In one line: No significant let up in price rises yet.

Gabriella DickensU.K.

3 Nov 2022 UK Monitor How will the Chancellor Shave £25B from Government Spending

  • To save £50B, real government spending in 2025/26 will need to be about 1.2% lower than in 2022/23.
  • Investment cuts could plausibly save £11B, while £5B can be saved by ditching a planned rise in overseas aid.
  • Mr. Hunt likely also will resort to raising benefits in April in line with wages rather than prices, saving a further £5B.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2022

  • In one line: A recession in the manufacturing sector is afoot. 

Gabriella DickensU.K.

UK Datanote: U.K. Money & Credit, September 2022

  • In one line: Households are acting with caution when deciding to save less and borrow more. 

Gabriella DickensU.K.

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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