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.
Housing SupplyHouse Prices
- In one line: Two corrections starts to become a trend.
Rob Wood (Chief UK Economist)UK
A SMALL WOBBLE AS MORTGAGE-RATE DROP PAUSES...
- ...BUT PRICES WILL STILL RISE 4% IN 2024
Rob Wood (Chief UK Economist)UK
- In one line: Small correction in March is just a blip.
Rob Wood (Chief UK Economist)UK
- In one line: Slowing inflation will raise MPC confidence in a summer rate cut.
Rob Wood (Chief UK Economist)UK
- In one line: Mortgage rate falls do the trick.
Samuel TombsUK
PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES EDGE LOWER
Samuel TombsUK
- In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.
Samuel TombsUK
PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...
- ...AS REAL INCOMES RISE & MORTGAGE RATES KEEP FALLING
Samuel TombsUK
- In one line: Slowing trend in the all-items index maintained, despite December’s rebound.
Samuel TombsUK
HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...
- ...FALLING MORTGAGE RATES WILL LEAD TO A 5% RISE IN 2024
Samuel TombsUK
- In one line: Sharp decline in inflation not merely due to some of its noisy components.
Samuel TombsUK
- In one line: Don’t get too excited about the prospect of a sustained recovery just yet,
UK
MORTGAGE RATES TO FALL FASTER THAN WE EXPECTED IN Q1...
- ...WE NOW FORESEE A 5%, NOT 6%, PEAK-TO-TROUGH FALL IN PRICES
Samuel TombsUK
- In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.
Samuel TombsUK