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.
March & Q1 2023
- In one line: The money and credit data for November show a solid footing for activity in 2026.
- In one line: Cautious cut, we see one more in April, but it will be another closely fought decision.
- In one line: The money and credit data suggests few pre-Budget worries in October.
- In one line: Dovish hold, so we are comfortable with our call for a December cut.
- In one line: Reopening after the cyber attack boosts the manufacturing PMI, but the outlook remains challenging.
- In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.
- In one line: Manufacturing activity to remain weak in the second half of the year.
- In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.
- In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
- In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote.
- In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.
- In one line: Consumers still look set to support GDP growth in H2.
