Pantheon Macroeconomics

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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

UK Datanote: Retail Sales, April 2026

  • In one line: Limited fall in ex-petrol retail sales suggest consumption is slowing rather than collapsing.

UK Datanote: U.K. BRC Retail Sales Monitor, April 2026

  • In one line: Early Easter exaggerates the fall, but it was a weak reading nonetheless.

UK Datanote: Retail Sales, March 2026

  • In one line:Tentative signs that consumers are willing to run down their high saving rate to support consumption.

UK Datanote: U.K. BRC Retail Sales Monitor, Marcg 2026

  • In one line: BRC sales flattered by early Easter in March, growth will slow in April.

UK Datanote: Retail Sales, February 2026

  • In one line:Retail sales supporting GDP in Q1, but consumers’ spending growth will ease in the coming months.

UK Datanote: U.K. BRC Retail Sales Monitor, February 2026

  • In one line: Retail sales growth should pick up when the weather clears, but war in the Middle East remains a downside risk to activity.

UK Datanote: UK Final Services and Composite PMI, February 2026

  • In one line: Growth rebounded in the new year and price pressures remain strong

UK Datanote: U.K. BRC Retail Sales Monitor, January 2026

  • In one line: Consumers’ spending will boost January GDP growth.

UK Datanote: UK Final Services and Composite PMI, January 2026

  • In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.

UK Datanote: Retail Sales, December 2025

  • In one line:Retail sales rebound and have further to recover in 2026.

UK Datanote: UK Final Services and Composite PMI, December 2025

  • In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
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Keywords for: U.K. Documents

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