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
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march & q1 2023 Rob Wood (Chief UK Economist)
- In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least.
- In one line: Manufacturing activity can rise at a steady rate in 2026.
- In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.
- 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.
