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.
Mortgage Lending and Sales
- In one line:Retail sales tank in May but will rebound.
Rob Wood (Chief UK Economist)UK
- In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.
Rob Wood (Chief UK Economist)UK
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line:Q2 GDP is shaping up for a solid gain as retail sales roar into the spring, defying rocketing economic uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
Rob Wood (Chief UK Economist)UK
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.
Rob Wood (Chief UK Economist)UK
- In one line: Strengthening domestic spending can cushion the tariff blow.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales continue their post-Budget rebound and will drive a growth recovery in Q1
Rob Wood (Chief UK Economist)UK
- In one line: Retail sales growth remains healthy, driven by strong real wage growth and rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line: Catastrophic jobs balance exaggerates economic weakness, but risks to our growth forecast are firmly down.
Rob Wood (Chief UK Economist)UK
- In one line:Retail sales recover from pre-Budget worries, more gains lie ahead as wages rise solidly.
Rob Wood (Chief UK Economist)UK
- In one line: The BRC kickstarts the year with strong growth, we expect it to continue.
Rob Wood (Chief UK Economist)UK
- In one line: Payroll tax hikes boost inflation and cut growth; the MPC will have to plot a middle path.
Rob Wood (Chief UK Economist)UK
