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.
December & Q4
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
Rob Wood (Chief UK Economist)UK
- In one line: Tariffs will keep manufacturing output falling for the forseeable future.
Rob Wood (Chief UK Economist)UK
- In one line: Slightly more cautious committee keeps an option to skip a quarterly cut.
Rob Wood (Chief UK Economist)UK
- In one line: Consumers are spending again but uncertainty hits investment.
Rob Wood (Chief UK Economist)UK
- In one line: Surging global uncertainty hammers manufacturing output, but watch rising price pressures.
Rob Wood (Chief UK Economist)UK
- In one line: Seasonally adjusted house prices rise in December to cap a strong year, but house-price inflation will be even stronger in 2025.
Rob Wood (Chief UK Economist)UK
- In one line: The jobs market holds up better than expected, generating strong wage growth that will keep the MPC cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote.
Rob Wood (Chief UK Economist)UK
- In one line: The trade deficit will be held back by high energy prices and President Trump’s tariff threats in 2025.
Rob Wood (Chief UK Economist)UK
- In one line:Better-than-expected growth should reduce recession worries and suggests the PMI is exaggerating economic weakness.
Rob Wood (Chief UK Economist)UK
- In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.
Rob Wood (Chief UK Economist)UK
- In one line: Easing consumer saving should support demand, but tax hikes hit business investment.
Rob Wood (Chief UK Economist)UK
- In one line: Jobs market is loosening gradually, but strong wage growth is a block to quick MPC rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line:Public sector borrowing exceeded the OBR’s latest forecasts in December.
Rob Wood (Chief UK Economist)UK
- In one line:Disappointing retail sales raise the risk of a small GDP fall in Q4, so the MPC will definitely cut rates in February.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation of 5% in 2025 according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Discount downside news which was driven by erratic airfares and hotels that will rebound; inflation is still heading above 3% in April.
Rob Wood (Chief UK Economist)UK
- In one line: Rising price pressures are a problem for the MPC, jobs growth holding up better than REC and PMI suggest.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes hit employment, but the REC survey likely exaggerates the drop and wage growth rises.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes boost inflation and cut growth; the MPC will be cautious.
Rob Wood (Chief UK Economist)UK
