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.

August

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

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

Gabriella DickensU.K.

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

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

Gabriella DickensU.K.

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 Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, August 2023

  • In one line: The trade deficit should narrow in Q4, as import prices rise less quickly than export prices. 

Gabriella DickensU.K.

UK Datanote: U.K. GDP, August 2023

  • In one line: Growth largely due to the unwind of disruption caused by strikes, but a recession remains unlikely. 

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Lower mortgage lending explains the slowdown in liquid asset growth.

Samuel Tombs (UK Economist)U.K.

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

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

Samuel Tombs (UK Economist)U.K.

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

  • In one line: A broad-based and largely sustainable slowdown in price rises.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Demand remains too weak to absorb all the properties being put up for sale.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Wage growth is continuing to hold the MPC’s feet to the fire.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Supporting a swift conclusion to the MPC’s tightening cycle.

Gabriella DickensU.K.

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

  • In one line: Construction output is being supported by a strong commercial sector. 

Gabriella DickensU.K.

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

  • In one line: Weaker sales probably reflects the rise in the cost of car finance.

Gabriella DickensU.K.

UK Datanote: U.K. BRC Retail Sales Monitor, August 2023

  • In one line:  Recovering from July’s weather-related weakness.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. GfK Consumers' Confidence, August

  • In one line: Improvement, as mortgage rates edge down once more. 

Gabriella DickensU.K.

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

  • In one line: Adds to the evidence the MPC are almost done with Bank Rate hikes. 

Gabriella DickensU.K.

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

  • In one line: New forecasts imply further tightening is likely, but the peak level of Bank Rate is near.

Samuel Tombs (UK Economist)U.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