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.
december / january 2025
- In one line: Construction activity to grind only modestly higher as tailwinds dissipate.
- In one line: Autos registrations will continue to rise slowly over the coming year.
- In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
- In one line: House price inflation will continue to steadily rise over the coming year.
- In one line: Economic momentum to build in Q1.
- In one line:Retail sales rebound and have further to recover in 2026.
- In one line: Consumers' confidence can continue to rise slowly in 2026.
- In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
- In one line: Enough to allow the MPC to wait until April to cut again.
- In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.
- In one line: The headline trade balance will improve as falls in erratic components unwind.
- In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.
- In one line: The housing market is primed for a recovery in 2026.
- In one line: Few reasons for builders to be more optimistic in 2026, so the construction PMI will remain weak.
- In one line: Job falls ease after the Budget circus ends while inflation remains stick.
- In one line: Discounting and post-Budget relief boost autos sales in December, but the trend remains upwards.
- In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
- In one line: The money and credit data for November show a solid footing for activity in 2026.
