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.
March
- In one line: Too soon for a significant recovery in retail sales.
Samuel Tombs (UK Economist)U.K.
- In one line: Some signs of caution over banking sector tensions, but the PMI still suggests the economy is holding up remarkably well.
Gabriella DickensU.K.
- In one line: Producers are slowing price rises in the face of weak demand.
Samuel Tombs (UK Economist)U.K.
- The improved near-term outlook for CPI inflation has left the MPC less anxious about second-round effects.
- The MPC is awaiting more details on fiscal policy; a 75bp hike in November can't be ruled out...
- ...But the proposed tax cuts will do little to boost GDP, and spending might be cut; we still expect a 50bp hike.
Samuel Tombs (UK Economist)U.K.
- Public borrowing has tracked the OBR's forecast this year, but government spending now will soar.
- Loans to energy suppliers, to limit energy price rises, will boost the cash requirement, but not borrowing.
- We look for a gross financing requirement of about £325B in 2023/24, but the outlook is very uncertain.
Samuel Tombs (UK Economist)U.K.
