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.
March/April 2023 Samuel Tombs
- In one line: Fractionally weaker PMI still signals solid recovery and growth beating MPC forecasts.
Samuel TombsUK
- In one line: GDP will return to a rising path in 2024; the MPC needn’t panic.
Samuel TombsUK
- In one line: Households won’t stay this cautious for long.
Samuel TombsUK
- In one line: Falling interest payments create scope for tax cuts which the gilt market can tolerate.
Samuel TombsUK
- In one line: Slowing trend in the all-items index maintained, despite December’s rebound.
Samuel TombsUK
- In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.
Samuel TombsUK
- In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.
Samuel TombsUK
- In one line: Still supporting the case for rate cuts, but wage growth likely will remain stronger than it implies.
Samuel TombsUK
- In one line: The trend in GDP was flat in 2023; expect a material improvement in 2024.
Samuel TombsUK
- In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.
Samuel TombsUK
- In one line: Sharp decline in inflation not merely due to some of its noisy components.
Samuel TombsUK
- In one line: Further recovery should ease recession fears.
Samuel TombsUK
- In one line: A broad-based drop, but expect a recovery in the final two months of 2023.
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK
- In one line: Consistent with a modest revival in retail sales; expect a fuller recovery in 2024.
Samuel TombsUK
- In one line: Households remain focussed on repaying debt and replenishing their savings, but we doubt they will become even more cautious ahead.
Samuel TombsUK
- In one line: Further reassurance a recession isn’t developing.
Samuel TombsUK
- In one line: No major pre-election giveaways; the course is clear for the MPC to cut Bank Rate next year.
Samuel TombsUK
- In one line: A timely reminder that considerable further fiscal consolidation is needed.
Samuel TombsUK
