UK Publications
Below is a list of our UK 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.
September
- In one line: Much slower wage growth is increasing the chances of a rate cut in H1 2024.
Samuel TombsUK
- In one line: The fall in households’ spending will be reversed in Q4.
Samuel TombsUK
- In one line: Mortgage lending remains weak.
UK
- In one line: Temporary fall driven by warmer-than-usual weather.
UK
- In one line: Still undershooting the OBR’s forecast, but don’t expect significant pre-election tax cuts.
Samuel TombsUK
- In one line: The pick-up in month-to-month growth in prices won’t be sustained.
Samuel TombsUK
- In one line: Wage growth is slowing quickly enough for the MPC to keep Bank Rate at 5.25% next month.
Samuel TombsUK
- In one line: Further house price falls likely, as mismatch between demand and supply continues.
UK
- In one line: Still pointing to a sharp slowdown in wage growth next year.
Samuel TombsUK
- In one line: Warmer weather likely put off consumers from purchasing autumn clothing.
UK
- In one line: Demand hit by higher borrowing costs, but most builders remain positive about the outlook.
Samuel TombsUK
- In one line: Car sales should start to recover in the first half of next year.
UK
In one line: More plausible now, following the large upward revision.
Samuel TombsUK
- In one line: Continued weakness casts doubt over the recent upturn in the official measure of output.
Samuel TombsUK
- In one line: Close to bottoming out.
Samuel TombsUK
- In one line: Warmer, dryer weather boosted sales.
UK
- In one line: The case for hiking won’t be any stronger in November, so the MPC probably is done.
Samuel TombsUK