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.

July

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

  • In one line: The renewed jump in mortgage rates started to depress prices in July.  

Gabriella DickensU.K.

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

  • In one line: The trade deficit should narrower further, leaving sterling less exposed to changes in risk sentiment among foreign investors. 

Gabriella DickensU.K.

UK Datanote: U.K. GDP, July 2023

  • In one line: Strikes and the weather account for the bulk of July’s drop. 

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Wage growth is continuing to hold the MPC’s feet to the fire.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Lower mortgage lending is causing households’ liquid assets to grow at a slower pace; consumers are not draining their savings. 

Gabriella DickensU.K.

UK Datanote: U.K. Public Finances, July 2023

  • In one line: On track to come in below OBR’s forecast, but higher gilt yields will prevent the Chancellor from cutting taxes in election year.

Gabriella DickensU.K.

UK Datanote: U.K. Retail Sales, July

  • In one line: Probably just a weather-related blip.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Consumer Prices, July 2023

  • In one line: Relatively late timing of data collection probably explains why core CPI inflation didn’t drop. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, June/July 2023

  • In one line: Slack is increasing rapidly, but wage growth still has too much momentum for the MPC to stop tightening just yet.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Report on Jobs Survey, July 2023

  • In one line:  Labour market slack is increasing quickly, strengthening the case for the MPC to call it a day.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, July 2023

  • In one line: Resilient demand from corporates is preventing a sharp downturn in overall construction output.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Further increases in borrowing costs will hold back the recovery.

Gabriella DickensU.K.

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

  • In one line: House prices falling again, as mortgage rates remain elevated. 

Gabriella DickensU.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