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.

Q3 2024

UK Datanote: UK Public Finances, April 2025

  • In one line:Borrowing likely overshot the OBR’s projections in April, we still expect tax rises by the end of the year.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK National Accounts, Q4 2024

  • In one line: Growth recovered in Q4 as Budget uncertainty passed but President Trump’s tariff hammer hangs over the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, December 2024

  • In one line: The trade deficit will be held back by high energy prices and President Trump’s tariff threats in 2025.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP December 2024

  • In one line:Better-than-expected growth should reduce recession worries and suggests the PMI is exaggerating economic weakness.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, January 2025

  • In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Money & Credit, December 2024

  • In one line: Easing consumer saving should support demand, but tax hikes hit business investment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Labour Market Data, November / December 2024

  • In one line: Jobs market is loosening gradually, but strong wage growth is a block to quick MPC rate cuts.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, December 2024

  • In one line:Public sector borrowing exceeded the OBR’s latest forecasts in December.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, December 2024

  • In one line:Disappointing retail sales raise the risk of a small GDP fall in Q4, so the MPC will definitely cut rates in February.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, November 2024

  • In one line: The trade deficit narrows in November but remains wide; import prices point to firming goods inflation.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP November 2024

  • In one line:Budget uncertainty, tax hikes and Mr. Trump's tariff threats continue to weigh on growth

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, December 2024

  • In one line: House price inflation of 5% in 2025 according to the RICS.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, December 2024

  • In one line: Discount downside news which was driven by erratic airfares and hotels that will rebound; inflation is still heading above 3% in April.

Rob Wood (Chief UK Economist)UK

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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,