Pantheon Macroeconomics

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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.

Banco Central de la RepúublicaMortgage Lending and Sales

UK Datanote: U.K. Money & Credit, March 2024

  • In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK final services and composite PMI, April 2024

  • In one line: Strengthening growth and slowing inflation, but watch the jump in input costs.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, April 2024

  • In one line: Manufacturing almost stabilised but input cost inflation jumped.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK CBI Industrial Trends Survey, April & Q2

  • In one line: Output prices likely rising more slowly than the CBI’s survey implies.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, March 2024

  • In one line: Disappointing in March but retail will still boost Q1 GDP.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK BRC Retail Sales, March 2024

  • In one line: Early easter boosts March retail sales, growth will slow in April.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK final services and composite PMI, March 2024

  • In one line: Growth beating the MPC's forecast and services inflation easing.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, February 2024

  • In one line:Consumer caution fading in response to lower interest rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Retail Sales, February 2024

In one line: Retail sales are on track to drag the economy out of recession in Q1.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. MPC Decision and Minutes, March 2024

  • In one line: MPC gears up for a summer rate cut with tweaks to guidance.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, February 2024

  • In one line: Expected interest rate cuts breathe life into house building.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. S&P Global/CIPS Services Survey, February 2024

  • In one line: Growth beating the MPC's forecast, supporting services inflation.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, January 2024

  • In one line: Consumer credit rebound backs up retail sales recovery in January.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, February 2024

  • In one line: Large bounce in the output index looks suspicious.

Samuel TombsUK

UK Datanote: U.K. Retail Sales, January 2024

In one line: Amid the monthly volatility, signs of a consumer-led recovery taking hold.

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

  • In one line: Strengthening recovery will allow the MPC to take its time. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, January 2024

  • In one line: Optimism improving as lower borrowing costs start to underpin demand.

Samuel TombsUK

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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