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 2022

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

  • In one line: House prices are succumbing to elevated mortgage rates.

Gabriella DickensU.K.

UK Datanote: U.K. Labour Market Data, December/January 2023

  • In one line: A clear slowdown in private-sector wage growth boosts the chances of no further rate hikes.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, December 2022

  • In one line: The overall trade deficit widened on the back of high gas prices.

Gabriella DickensU.K.

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

  • In one line: A recession in all but name. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, December 2022

  • In one line: Mortgage approvals are unlikely to rebound quickly and completely after Q4’s collapse.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Public Finances, December 2022

  • In one line: Initial impressions deceive; the trend is still better than the OBR anticipated.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Retail Sales, December 2022

  • In one line: Consumers are tightening their belts due to surging prices. 

Gabriella DickensU.K.

UK Datanote: U.K. RICS Residential Market Survey, December 2022

  • In one line: The housing market is continuing to succumb to higher mortgage rates. 

Gabriella DickensU.K.

UK Datanote: U.K. Consumer Prices, December 2022

  • In one line: More evidence that core price rises are slowing.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Continued growth in employment, and rapid wage gains, maintain the pressure for a 50bp hike next month.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, November 2022

  • In one line: The overall trade deficit is being flattered by a surplus in erratics. 

Gabriella DickensU.K.

12 Jan 2023 UK Monitor CPI Inflation Likely Undershot the MPC's Forecast Again in December

  • CPI inflation likely fell to 10.3% in December, from 10.7% in November, a hefty 0.6pp below the MPC’s forecast.
  • Motor fuel prices plunged in December, while flash Eurozone data point to a further slowing in food price rises.
  • Evidence is mixed on core goods price momentum, but the usual surge in airfares won’t lift the services CPI much.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. BRC Retail Sales Monitor, December 2022

  • In one line: Some festive cheer for retailers, but the outlook is gloomy

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, December 2022

  • In one line: Builders move to reduce employment, mirroring trends in the wider economy. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, December 2022

In one line: Firms now are reducing employment as the economy falls into recession.

Gabriella DickensU.K.

UK Datanote: U.K. Car Registrations, December 2022

  • In one line: Recovery losing momentum, as the real income squeeze worsens.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, November 2022

  • In one line: Households are still refusing to draw on savings to support their consumption.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2022

  • In one line: A recession already is afoot, forcing manufacturers to fire staff and slow price rises.  

Gabriella DickensU.K.

UK Datanote: U.K. CBI Distributive Trades Survey, December

  • In one line: Heavy snowfall and strikes will hit retail sales. 

Gabriella DickensU.K.

UK Datanote: U.K. Public Finances, November 2022

  • In one line: Hefty borrowing due to the high cost of energy price interventions.

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