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.

December 2021

UK Datanote: U.K. Official House Price Index, December 2021

  • In one line: Strongest quarterly growth since at least 2005, despite the SDLT hike.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, December/January 2022

  • In one line: Some signs of slowing job growth, but pay has gained momentum.

Samuel Tombs (UK Economist)U.K.

14 Feb 2022 The Near-Complete Recovery in GDP Masks Private Sector Weakness

  • U.K. GDP nearly reached its pre-Covid level in Q4, but the recovery still underwhelms by G7 standards.
  • The recovery also has been flattered by huge public spending; private sector GDP was 3.4% below its peak.
  • Exports remain the economy's Achilles heel; they have underperformed since Q1 2021, largely due to Brexit.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, December 2021

  • In one line: Underlying trade deficit widens due to surging energy prices.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. GDP, Q4 & December 2021

  • In one line: Still trailing most of its G7 peers; exports remain a key area of weakness.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Car Registrations, January 2021

  • In one line: Falling consumers’ confidence weighs on car sales.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, December 2021

  • In one line: Households are starting to draw on their excess savings to support consumption.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Public Finances, December 2021

  • In one line: Interest payments are surging, but the Chancellor still has scope to ease the looming squeeze on households’ incomes.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Flash PMIs, January 2021

  • In one line: Omicron continues to limit activity, but the MPC likely will remain focussed on inflation.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Retail Sales, December 2021

  • In one line: Early gift-buying largely to blame, but the outlook is overcast. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. RICS Residential Market Survey, December 2021

  • In one line: The start of a gradual slowdown for house price growth. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Official House Price Index, November 2021

  • In one line: Shaking off the SDLT threshold drop, but higher mortgage rates will weigh on growth this year. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, November/December 2021

  • In one line: Employment still rising, despite the end of furlough and the Omicron hit. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, November 2021

  • In one line: Surging energy prices cause the underlying trade deficit to widen. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. GDP, November 2021

  • In one line: Decent progress likely undone subsequently by Omicron.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. BRC Retail Sales Monitor, December 2021

  • In one line: Payback for earlier than usual Christmas gift buying.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Markit/CIPS Construction Survey, December 2021

  • In one line: Supply shortages are continuing to ease, bearing down on input price inflation. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Markit/CIPS Services Survey, December 2021

  • In one line: Omicron weighed heavily on consumer services in December.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Car Registrations, December 2021

  • In one line: Recovering, but still a long way to go. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Markit/CIPS Manufacturing Survey, December 2021

  • In one line: Supply chains improved modestly, but Brexit and Omicron will undo recent progress in Q1.

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