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.

January 2023

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

  • In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.

UK

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. Car Registrations, January 2024

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

UK

UK Datanote: U.K. Retail Sales, December 2023

In one line: It’s always darkest before the dawn.

UK

UK Datanote: U.K. RICS Residential Market Survey, December 2023

  • In one line: Consistent with a recovery in 2024. 

UK

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

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

UK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

  • In one line: Downturn in manufacturing output has further to run. 

UK

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

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

UK

UK Datanote: U.K. S&P Global/CIPS Services Survey, November 2023

In one line: Recession fears should be quelled by November’s PMI. 

UK

UK Datanote: U.K. Car Registrations, November 2023

  • In one line: Still weak, but car sales should rebound next year. 

UK

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2023

  • In one line: Manufacturing output is being hit by retailers running down their inventories.

UK

UK Datanote: U.K. Nationwide House Prices, November 2023

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

UK

UK Datanote: U.K. RICS Residential Market Survey, October 2023

  • In one line: Casts doubt on the increases in the Nationwide and Halifax measures of house prices. 

UK

UK Datanote: U.K. Car Registrations, October 2023

  • In one line: Another weak month, but car sales should rebound next year. 

UK

UK Datanote: U.K. Nationwide House Prices, October 2023

  • In one line: Not the start of a recovery, yet.

UK

UK Datanote: U.K. Money & Credit, September 2023

  • In one line: Mortgage lending remains weak. 

UK

UK Datanote: U.K. Flash PMIs, October 2023

  • In one line: Still too pessimistic a signal in our eyes. 

UK

UK Datanote: U.K. Labour Market Data, August 2023

  • In one line: Still more labour market slack than the MPC expected.  

UK

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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