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 2024 Samuel Tombs

UK Datanote: U.K. Flash PMIs, March 2024

  • In one line: Fractionally weaker PMI still signals solid recovery and growth beating MPC forecasts.

Samuel TombsUK

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. S&P Global/CIPS Manufacturing Survey, February 2024

  • In one line: Large bounce in the output index looks suspicious.

Samuel TombsUK

UK Datanote: U.K. Nationwide House Prices, February 2024

  • In one line: Mortgage rate falls do the trick.  

Samuel TombsUK

UK Datanote: U.K. GfK Consumers' Confidence Survey, February 2024

  • In one line: Forget the small drop; improving real wage growth will keep confidence rising.

Samuel TombsUK

UK Datanote: U.K. Flash PMIs, February 2024

  • In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.

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. 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. 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, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,