Pantheon Macroeconomics

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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 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, September 2023

  • In one line: Continued weakness casts doubt over the recent upturn in the official measure of output.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Nationwide House Prices, September 2023

  • In one line: Close to bottoming out. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Money & Credit, August 2023

  • In one line: Lower mortgage lending explains the slowdown in liquid asset growth.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. National Accounts, Q2 2023

  • In one line: Revisions leave the U.K. no longer looking like the G7’s laggard.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Public Finances, August 2023

  • In one line: Still undershooting the OBR’s forecast, but don’t expect significant pre-election tax cuts.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Consumer Prices, August 2023

  • In one line: A broad-based and largely sustainable slowdown in price rises.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. RICS Residential Market Survey, August 2023

  • In one line: Demand remains too weak to absorb all the properties being put up for sale.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. International Trade, July 2023

  • In one line: The trade deficit should narrower further, leaving sterling less exposed to changes in risk sentiment among foreign investors. 

Gabriella DickensU.K.

UK Datanote: U.K. GDP, July 2023

  • In one line: Strikes and the weather account for the bulk of July’s drop. 

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, July/August 2023

  • In one line: Wage growth is continuing to hold the MPC’s feet to the fire.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Report on Jobs Survey, August 2023

  • In one line: Supporting a swift conclusion to the MPC’s tightening cycle.

Gabriella DickensU.K.

UK Datanote: U.K. S&P Global/CIPS Construction Survey, August 2023

  • In one line: Construction output is being supported by a strong commercial sector. 

Gabriella DickensU.K.

UK Datanote: U.K. Car Registrations, August 2023

  • In one line: Weaker sales probably reflects the rise in the cost of car finance.

Gabriella DickensU.K.

UK Datanote: U.K. BRC Retail Sales Monitor, August 2023

  • In one line:  Recovering from July’s weather-related weakness.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, August 2023

  • In one line: Downturn gathering momentum. 

Gabriella DickensU.K.

UK Datanote: U.K. Nationwide House Prices, August 2023

  • In one line: Downturn gathering momentum. 

Gabriella DickensU.K.

UK Datanote: U.K. Money & Credit, July 2023

  • In one line: Lower mortgage lending is causing households’ liquid assets to grow at a slower pace; consumers are not draining their savings. 

Gabriella DickensU.K.

UK Datanote: U.K. GfK Consumers' Confidence, August

  • In one line: Improvement, as mortgage rates edge down once more. 

Gabriella DickensU.K.

UK Datanote: U.K. Flash PMIs, August 2023

  • In one line: Adds to the evidence the MPC are almost done with Bank Rate hikes. 

Gabriella DickensU.K.

UK Datanote: U.K. Public Finances, July 2023

  • In one line: On track to come in below OBR’s forecast, but higher gilt yields will prevent the Chancellor from cutting taxes in election year.

Gabriella DickensU.K.

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Keywords for: U.K. Documents

U.K. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence