UK Publications
Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 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.
Banco Central de la Repúublica
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: Consumers still look set to support GDP growth in H2.
- In one line: June’s downward revisions to the PMI’s sub-indices were likely driven by oil prices, sentiment will continue to improve.
- In one line: Falling saving flows and rising corporate borrowing point to solid economic growth.
- In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes.
- In one line: Falling saving and more borrowing supporting consumption should keep GDP growth ticking along despite a drag from investment.
- In one line: Manufacturing is past the worst as tariff uncertainty fades.
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
- In one line: Tariffs will keep manufacturing output falling for the forseeable future.
