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.

November 2022

UK Datanote: U.K. Official House Price Index, November

  • In one line: Further falls and additional downward revisions should mean a 5% peak-to-trough fall. 

Gabriella DickensU.K.

UK Datanote: U.K. Labour Market Data, November/December 2023

  • In one line: The recent slowdown in wage growth looks real, but the MPC will remain anxious about the near-term outlook.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

Gabriella DickensU.K.

UK Datanote: U.K. GDP, November 2023

  • In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Retail Sales, November

In one line: A gradual recovery should be sustained next year. 

Gabriella DickensU.K.

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

  • In one line: The consolidation is progressing well enough for modest tax cuts in the Budget.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. Labour Market Data, October/November 2023

  • In one line:  The trend in wage growth is weakening, but not as dramatically as October’s data imply.

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. S&P Global/CIPS Services Survey, November 2023

In one line: Recession fears should be quelled by November’s PMI. 

Gabriella DickensU.K.

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

  • In one line: Still weak, but car sales should rebound next year. 

Gabriella DickensU.K.

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

  • In one line: Consistent with a modest revival in retail sales; expect a fuller recovery in 2024.  

Samuel Tombs (UK Economist)U.K.

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

  • In one line: Manufacturing output is being hit by retailers running down their inventories.

Gabriella DickensU.K.

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

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

Gabriella DickensU.K.

UK Datanote: U.K. GfK Consumer's Confidence Survey, November

  • In one line: A rebound in real incomes will drive a recovery in confidence.

Gabriella DickensU.K.

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

  • In one line: Further reassurance a recession isn’t developing.

Samuel Tombs (UK Economist)U.K.

UK Datanote: U.K. CBI Industrial Trends Survey, November

  • In one line: The Q3 recovery in manufacturing output looks set to reverse. 

Gabriella DickensU.K.

UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November

  • In one line: New forecasts signal no rate cuts in 2024, but the MPC won’t be bound by them. 

Samuel Tombs (UK Economist)U.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