Pantheon Macroeconomics

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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.

Datanotes January

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

  • In one line: Turning point; house prices to rise for the rest of 2024.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. International Trade, January 2023

  • In one line: Strong imports worsen the trade deficit.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GDP, January 2023

  • In one line: GDp on track for strong rebound in Q1, beating MPC forecasts.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Downside wage growth surprise will raise MPC confidence that inflation pressures are fading.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Money & Credit, January 2024

  • In one line: Consumer credit rebound backs up retail sales recovery in January.

Samuel TombsUK

UK Datanote: U.K. Public Finances, January 2024

  • In one line: Borrowing in 2023/24 set to undershoot the OBR’s forecast by £10B, despite January’s smaller-than-expected surplus.

Samuel TombsUK

UK Datanote: U.K. Retail Sales, January 2024

In one line: Amid the monthly volatility, signs of a consumer-led recovery taking hold.

Samuel TombsUK

UK Datanote: U.K. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel TombsUK

UK Datanote: U.K. RICS Residential Market Survey, January 2024

  • In one line: Further evidence to support our view of a material recovery in house prices this year. 

UK

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

  • In one line: Strengthening recovery will allow the MPC to take its time. 

Samuel TombsUK

UK Datanote: U.K. S&P Global/CIPS Construction Survey, January 2024

  • In one line: Optimism improving as lower borrowing costs start to underpin demand.

Samuel TombsUK

UK Datanote: U.K. Labour Force Survey re-weighting

  • In one line: Downward revision to unemployment rate increases pressure on the MPC to wait. 

Samuel TombsUK

UK Datanote: U.K. Car Registrations, January 2024

  • In one line: Very weak, but should now recover in line with consumers' confidence. 

UK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

  • In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.  

Samuel TombsUK

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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