UK Publications
Below is a list of our UK Publications for the last 5 months. If you are looking for reports older than 5 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/August 2023
- In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.
- In one line:Growth runs close to potential, limiting the emergence of spare capacity.
- In one line: Weaking wage growth makes this a dovish release, but the underlying story is a stabilising labour market with jobs no longer falling.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
- In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year.
- In one line: House price inflation will remain weak as the Budget weighs on sentiment.
- In one line:Ms. Reeves has a revenue problem.
- In one line:Retail sales head for a solid Q3 and growth will likely be revised up.
- In one line: The underlying trade balance fell erratically in July, but it will remain weak.
- In one line:Q3 growth on track for 0.2% quarter-to-quarter.
- In one line: Job falls ease sharply but spare capacity is still building in the labour market.
- In one line: Retail spending can power another solid quarter of economic growth in Q3.
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: The PMI inches up but still remains overly downbeat.
- In one line: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
- In one line: Private car registrations should continue to rise as displacement demand drives sales.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.
